Elaine Stansfield

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

• 06/2000 → 07/2021
  Waddell & Reed, Inc
  Woburn, MA
• 10/2000 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Salem, NH
• 07/2021 → Present
  Lpl Financial Llc
  Woburn, MA

Previous Registrations

• 2001-02-08 → 2021-07-21
  Waddell & Reed
  Woburn, MA
  Dover, MA
  Hamden, CT
  Woburn, MA

Other Businesses

1)07/14/2021 - Crump - Non-Variable Insurance Trails Only - Inv Rel - New Jersey - Start: 2000

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-23
• S63 Uniform Securities Agent State Law Examination
  2000-07-29

Designations

• Certified Financial Planner