Linda Kay Owens

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-04-03
OH	RA	APPROVED	2005-12-05

TX RA
APPROVED_RES

Since 2014-04-03
OH RA
APPROVED

Since 2005-12-05

Branch Locations

102 South Main Street, Bluffton, OH 45817 • United States

201 N. Main St, Lima, OH 45801 • United States

601 Grand Lake Rd., Celina, OH 45822-1305 • United States

305 Kiracofe St, Elida, OH 45807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc (F/K/A)Linsco/Private Ledger Corp.	Celina	OH	09/2005	Present

09/2005 → Present

Lpl Financial Llc (F/K/A)Linsco/Private Ledger Corp.

Celina, OH

Other Businesses

(1) 12/23/2013 - DBA ONLY - CITIZENS WEALTH MANAGEMENT GROUP - CELINA, OH (2) 04/15/2015 - CITIZENS WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) -FINANCIAL INSTITUTION DUTY - START 12/23/2013 - 160 HR/MO DURING SECS TRDG HRS

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-05-07

S63 Uniform Securities Agent State Law Examination

2003-05-07

Other Names

Linda Kay Johns

View on SEC IAPD

Employer firm

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

Reviews