Donald Douglas Burt

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

• 07/2006 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 07/2006 → Present
  Suncoast Trust And Investment Services
  Tampa, FL
• 05/2022 → Present
  Lpl Financial Llc
  Riverview, FL

Previous Registrations

• 2006-09-27 → 2022-05-24
  Cuna Brokerage Services, Inc.
  Brandon, FL
  Plant City, FL
  Bradenton, FL
  Bradenton, FL
  Tampa, FL
  Tampa, FL
  Riverview, FL
  Seffner, FL
  Brandon, FL
  Waverly, IA

Other Businesses

1) 05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2) 05/18/2022 - SUNCOAST-Investment Related - At Reported Business Location(s)- Financial Institution Duty- Financial Wealth Advisor- Start Date- 09/2009- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100% 3) 05/22/2024 - Lightforged Logistics - Business Owner - Not Investment Related - Home Based - Start Date 05/01/2024 - 20 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-25
• S63 Uniform Securities Agent State Law Examination
  2001-01-08

Designations

• Certified Financial Planner

Other Names

• Donald Douglas Burt
• Donald D Burt
• Doug Burt