Theresa Anne Damico

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

• 04/2011 → Present
  Bethpage Financial Services
  Centereach, NY
• 08/2011 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Centereach, NY

Previous Registrations

• 2011-08-17 → 2018-02-20
  Invest Financial Corporation
  Patchogue, NY
  Appleton, WI
  Seaford, NY
  Commack, NY
  Freeport, NY
  Farmingdale, NY
  Patchogue, NY
  Port Jefferson, NY
  Bay Shore, NY
  Bay Shore, NY
  Port Jefferson, NY
  Centereach, NY
  Patchogue, NY
  Port Jefferson, NY
  Appleton, WI
• 2011-04-28 → 2011-08-10
  Uvest Financial Services Group, Inc.
  Farmingdale, NY
• 2010-09-16 → 2011-02-07
  Edward Jones
  St Louis, MO
  Centereach, NY
• 2006-09-19 → 2009-08-20
  Cuna Brokerage Services, Inc.
  Farmingville, NY
  Bay Shore, NY
  East Meadow, NY
  Hauppauge, NY

Other Businesses

1. 12/11/2024 - FourLeaf Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/28/2025 - 160 hours per month/ 140 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2006-09-18
• S63 Uniform Securities Agent State Law Examination
  2000-08-05

Other Names

• Theresa Anne Sutton
• Theresa A D' Amico