Geoffrey Mark Odonnell

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

• 01/2015 → Present
  Next Financial Group Inc
  Cornelius, NC
• 07/2025 → Present
  Lpl Financial Llc
  Huntersville, NC

Previous Registrations

• 2015-01-22 → 2025-07-10
  Next Financial Group, Inc.
  Houston, TX
  Huntersville, NC
  Charlotte, NC
• 2007-01-19 → 2015-02-02
  Lpl Financial Llc
  Davidson, NC
  Fort Mill, SC
  Cornelius, NC
• 2001-12-31 → 2007-01-23
  Pruco Securities, Llc.
  Huntersville, NC
  Cornelius, NC

Other Businesses

1. 07/10/2025- The Exodus Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/19/2007- 180 Hours Per Month- 160 Hours During Trading 2. 07/10/2025- The Exodus Group- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/19/2007- 20 Hours Per Month- 10 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  1998-04-30

Other Names

• Bub Odonnell
• Geoffrey Mark Odonnell
• Geoffrey Mark Odonnell