Barbara S Neal

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

• 11/2000 → Present
  Lpl Financial Llc
  Zelienople, PA
• 08/1996 → Present
  Vance L Neal
  Zelienople, PA
• 09/2008 → Present
  Slater Electric & Sons Inc.
  Prospect, PA

Other Businesses

(1) 05/15/2012 - NO BUSINESS NAME - Notary - NOT INV. REL. - AT REPORTED BUSINESS LOCATION(S) - Notary Public for the Commonwealth of Pennsylvania - Do not receive any compensation for this service. Started in November of 2004 - Present - 1% TIME SPENT. (2) 6/23/2017 - SLATER ELECTRIC & SONS INC. - Not Investment Related - Home Based - For-Profit Board Member - Owner-President - Start 07/01/2017 - 8 Hours Per Month/0 Hours During Securities Trading - Small family business (3) 06/02/2023 - Slater Electric & Sons, Inc. - Not Investment Related - Prospect, PA - Outside/W-2 Employment - Office staff - Start Date 03/11/2011 - 32 Hours Per Month/ 0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-17
• S63 Uniform Securities Agent State Law Examination
  2011-06-30

Other Names

• Barbara Sue Neal
• Barbara S Bodish