Guy Angiuoni

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

Authority	Category	Status	Date
NH	RA	APPROVED	2024-10-15
TX	RA	APPROVED_RES	2006-08-11
MA	RA	APPROVED	2006-04-04

NH RA
APPROVED

Since 2024-10-15
TX RA
APPROVED_RES

Since 2006-08-11
MA RA
APPROVED

Since 2006-04-04

Branch Locations

Atkinson, NH • 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

Organization	City	State	From	To
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)	Wilmington	MA	01/2003	Present

01/2003 → Present

Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)

Wilmington, MA

Other Businesses

1. 7/16/2003 - No Business Name - Investment Related - ATTORNEY. 2. 3/30/09: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Using Ohio National as an carrier for some term insurance, whole/universal permanent life insurance, fixe and immediate annuities, disability income insurance, long-term care insurance and health insurance. 3. 9/16/2010: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 3% - Selling Disability Income Insurance Products to individuals and businesses under a Group Disability Insurance program. Using Disability Insurance carriers such as: Berkshire Life, Guardian Life Insurance Ccompany, UNUM Life and disability. 4. 10/29/2012: Diligencia Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 5. 4/25/2013: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Quote and provide health insurance, dental insurance, long term care insurance from various providers such as Blue Cross Blue Shield, Aetna, United HealthCare, Delta Dental, Harvard Pilgrim. 6. 12/02/2024 - St. Mary's High School - Outside/W-2 Employment - Hockey Coach - Not investment Related - 4491 35 Tremont St, Lynn, MA 01902 - Start Date 12/03/2024 - 20 Hours Per Month/ 0 Hours During Trading 7. 12/04/2025 - Peabody Public School system - Other - Coach of High School Ice Hockey Team - Peabody, MA - Not Investment Related - Start Date 12/02/2025 - 25 hours per month/ 0 hours during trading