Janet Lynn Munce

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

• 06/1995 → 01/2021
  The Lincoln National Life Insurance Company
  Boca Raton, FL
• 06/1995 → 01/2021
  Lincoln Financial Advisors Corporation
  Boca Raton, FL
• 02/2021 → Present
  Lpl Financial Llc
  Boynton Beach, FL

Previous Registrations

• 1995-06-07 → 2021-02-23
  Osaic Fa, Inc.
  Boca Raton, FL
  Deerfield Beach, FL

Other Businesses

1) 2021-02-16 - Janet L Hicks, Inc - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2021-01-29 - 5hrs/mth - 0hrs/mth during trading 2) 2021-02-16 - Janet L. Munce - Non-Variable Insurance - Y - at reported business location(s) - 2021-01-29 - 20hrs/mth - 5hrs/mth during trading 3) 2026-05-06 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - 4Generations Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-30 - 80hrs/mth - 80hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-23
• S65 Uniform Investment Adviser Law Examination
  1991-06-11

Designations

• Certified Financial Planner

Other Names

• Janet Libera
• Janet Lynn Hicks
• Janet Lynn Hicks
• Janet Lynn Munce