Anne Iannone Crowe

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 11/2016
  Wells Fargo Advisors Llc
  Bluefield, VA
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Bluefield, VA
• 06/2021 → Present
  Lpl Financial Llc
  Bluefield, VA

Previous Registrations

• 2011-08-05 → 2021-06-25
  Wells Fargo Clearing Services, Llc
  Bluefield, VA
  New Port Richey, FL
• 2009-06-01 → 2011-08-17
  Morgan Stanley
  Bluefield, WV
  Charleston, WV
  Bluefield, WV
• 2004-10-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Bluefield, WV

Other Businesses

1) 6/2021- CF Sterling Wealth Management, LLC - DBA for LPL Business (entity for LPL business)- Inv. Related- Bluefield, WV

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-04
• S63 Uniform Securities Agent State Law Examination
  1988-06-14

Other Names

• Marie Crowe
• Anne Marie Crowe
• Anne Marie Iannone