Nora Lotfy Mankaryos

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

• 05/2010 → 07/2021
  Waddell & Reed, Inc.
  Charlotte, NC
• 10/2010 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Charlotte, NC
• 10/2018 → 07/2021
  Lake Forest Church
  Huntsville, NC
• 01/2020 → 07/2021
  Nmt1, Llc
  Davidson, NC
• 07/2021 → Present
  Lpl Financial Llc
  Charlotte, NC

Previous Registrations

• 2010-08-16 → 2021-07-21
  Waddell & Reed
  Virginia Beach, VA
  Charlotte, NC
  Charleroi, PA
  Charlotte, NC

Other Businesses

1) 12/2019 - Business Entity For Tax/Investment Purposes Only - NMT1 LLC - Not Investment Related - Charlotte, NC 28226

Exams

• S66 Uniform Combined State Law Examination
  2010-08-13

Other Names

• Nora Lotfy Mankaryos
• Nora Thomas
• Nora Mankaryos Thomas