Linda Jean Cooper

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

• 09/2014 → 02/2022
  Voya Financial
  Braintree, MA
• 09/2014 → 02/2022
  Voya Financial Partners
  Braintree, MA
• 02/2022 → 04/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 05/2023 → Present
  Lpl Financial Llc
  Somerset, MA
• 04/2023 → Present
  Rockland Trust Company
  Somerset, MA

Previous Registrations

• 2022-05-19 → 2023-02-23
  Edelman Financial Engines
  Milton, MA
  Newton, MA
• 2009-08-13 → 2010-12-17
  New York Life Investment Management Llc
  New York, NY

Other Businesses

1) 5/2023 - RT Investment Services / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 5/2023 - Rockland Trust Company / Financial Institution Duty / Investment related / Somerset, MA - Starting date 04/17/2023 - 160 Hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-17
• S63 Uniform Securities Agent State Law Examination
  2000-10-25

Other Names

• Linda Jean Roy
• Linda Jean Roy