Theresa M Riley

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

• 07/2004 → Present
  Linsco/Private Ledger Corp.
  Altoona, PA

Other Businesses

1. 12/13/2011: FOR ACCOUNTING PURPOSES ONLY - FUSCO RILEY FINANCIAL, LLC - NOT HELD OUT TO THE PUBLIC. 2. 4/19/2012: DBA ONLY - FUSCO RILEY REISMEIER FINANCIAL GROUP

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Terry Mccabe
• Theresa M. Riley