Jacqueline Noelle Davie

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

• 09/2001 → 08/2024
  Lincoln Financial Advisors
  Houston, TX
• 08/2024 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2009-03-16 → 2024-08-08
  Osaic Fa, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1) 07/22/2024 - Fixed Life - Non-Variable Insurance - Selling: Health, Life, Commission-based Group Benefits, Disability, Fixed and Indexed Annuities, LTC, Crump - TX 77008 - Investment related - 4 Hours per month - Start date: 08/01/2001. 2) 07/22/2024 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 07/22/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 07/22/2024 - Rosal Davie & Associates LLP - Business Entity For Tax/Investment Purposes Only - No revenue - Non investment related - Start date: 03/01/2013.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-26
• S63 Uniform Securities Agent State Law Examination
  2001-11-29