Gina Marie O'CAllaghan

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

• 07/2012 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2012 → Present
  Ventura County Credit Union
  Thousand Oaks, CA
• 05/2025 → Present
  Lpl Financial Llc
  Ventura, CA

Previous Registrations

• 2012-07-17 → 2025-05-15
  Cuso Financial Services, L.P.
  Camarillo, CA
  Simi Valley, CA
  San Diego, CA
  Thousand Oaks, CA
  Ventura, CA
• 2007-02-01 → 2012-07-17
  Wells Fargo Clearing Services, Llc
  Oxnard, CA
  Thousand Oaks, CA
  Camarillo, CA
  Thousand Oaks, CA
  Santa Barbara, CA
  Los Angeles, CA
  San Luis Obispo, CA
  Camarillo, CA
  Camarillo, CA

Other Businesses

1. 4/28/2025: Wealth Management at Ventura County Credit Union; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 4/28/2025; 160hrs/mo. during trading. 2. 06/17/2025 - Simplicity Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/19/2025 - 10 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-23
• S63 Uniform Securities Agent State Law Examination
  1997-07-21

Other Names

• Gina Marie Gucciardo
• Gina Marie Gucciardo