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Gerald Linen

LPl Financial LLC

Fort Mill, SC

Charlotte, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-08-05
  • SC RA
    APPROVED
    Since 2019-08-05

Branch Locations

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

Charlotte, NC • 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
OrganizationCityStateFromTo
Lpl Financial Charlotte NC 11/2011 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 10/2017 07/2019
Lpl Financial Llc Fort Mill SC 07/2019 Present
Previous Registrations
  • 2017-11-02 → 2019-07-25
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 2011-04-20 → 2017-10-23
    Lpl Financial Llc
    Fort Mill, SC
    Charlotte, NC
    Fort Mill, SC
    Fort Mill, SC
  • 2009-03-10 → 2011-11-15
    Uvest Financial Services Group, Inc.
    Charlotte, NC
  • 2006-04-25 → 2009-01-20
    Banc Of America Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Boston, MA
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-24
  • S66 Uniform Combined State Law Examination
    2006-04-24
Other Names
  • Gerald Norman Linen

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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