Eugene George Oleary

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

• 01/2015 → 12/2017
  National Securities Corporation
  Red Bank, NJ
• 01/2015 → 12/2017
  National Asset Mangement
  Red Bank, NJ
• 12/2017 → Present
  Lpl Financial Llc
  Rahway, NJ

Previous Registrations

• 2015-02-03 → 2017-12-20
  B. Riley Wealth Advisors, Inc.
  Red Bank, NJ
  Eatontown, NJ
  Red Bank, NJ
  Tinton Falls, NJ
• 2013-12-10 → 2015-01-14
  Comprehensive Capital Management, Inc.
  Totowa, NJ
• 2012-11-01 → 2013-12-23
  Msi Financial Services, Inc.
  Somerset, NJ
• 2012-05-22 → 2012-07-19
  Rbc Capital Markets, Llc
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-05-21
• S63 Uniform Securities Agent State Law Examination
  1992-06-01

Other Names

• Eugene George Oleary