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Darrell Paul Ourso

LPl Financial LLC

St George, LA

CRD 2850588

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2009-04-16
  • LA RA
    APPROVED
    Since 2009-04-16

Branch Locations

St George, LA • 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, Llc Baton Rouge LA 04/2009 Present
Previous Registrations
Other Businesses

1. 02/10/2012: OURSO FINANCIAL GROUP, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 100% OF TIME SPENT - OFFER: LIFE, HEALTH, DISABILITY INSURANCE & FIXED ANNUITIES 2. 02/10/2012: OURSO FINANCIAL GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 02/25/2014 - TipMasters - Other-Business Networking Group - 5% OF TIME SPENT - Member - TipMasters - business networking group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-10
  • S66 Uniform Combined State Law Examination
    2002-06-10

View on SEC IAPD

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