Lynette G. Mclaughlin

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

• 01/2016 → 01/2021
  Voya Financial Advisors, Inc.
  Houlton, ME
• 01/2021 → 05/2024
  Lincoln Financial Securities
  Holton, ME
• 05/2024 → Present
  Lpl Financial Llc
  Houlton, ME

Previous Registrations

• 2021-02-08 → 2024-05-20
  Osaic Fs, Inc.
  Houlton, ME
  Greensboro, NC
• 2016-01-20 → 2021-02-17
  Voya Financial Advisors, Inc.
  Malden, MA
  Houlton, ME
  Braintree, MA
• 2014-03-31 → 2016-01-27
  Ameriprise Financial Services, Llc
  Houlton, ME

Other Businesses

1) 04/19/2024 - Sage Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 195 Hours per month. 2) 04/19/2024 - Lynette Mclaughlin - Notary - Investment related - 1 Hour per month - Start date: 01/01/2011. 3) 04/19/2024 - Sage Financial - Non-Variable Insurance - Selling: Annuity, Life, LTC - Investment related - 15 Hours per month - Start date: 01/01/2004.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-07

Other Names

• Lynette G. Mclaughlin
• Lynette G. Mclaughlin
• Lynette Mclaughlin