Larsen Hamilton Flinn

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

• 04/2005 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
• 11/2009 → 05/2024
  Bank Of America, N.A.
  Red Bank, NJ
• 05/2024 → Present
  Lpl Financial
  Red Bank, NJ

Previous Registrations

• 2005-04-29 → 2024-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
  Red Bank, NJ
• 2002-05-03 → 2005-05-17
  Citigroup Global Markets Inc.
  Shrewsbury, NJ

Other Businesses

1) 04/2024 - Red Coach Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-28
• S63 Uniform Securities Agent State Law Examination
  1997-08-13