Amy Jo Townsend-Vanderpool

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

• 03/2011 → 03/2019
  Lpl Financial, Llc
  Clio, MI
• 03/2011 → 03/2019
  Firstmerit Bank
  Clio, MI
• 02/2017 → 03/2019
  The Huntington Investment Company
  Flint, MI
• 03/2019 → 04/2022
  Dort Federal Credit Union
  11411 N Linden Rd, MI
• 03/2019 → 04/2022
  Cetera Advisor Networks
  El Segundo, CA
• 04/2022 → Present
  Lpl Financial Llc
  Clio, MI

Previous Registrations

• 2019-03-01 → 2022-04-05
  Cetera Wealth Services, Llc
  Clio, MI
  Grand Blanc, MI
  Clio, MI
• 2017-02-01 → 2019-02-26
  The Huntington Investment Company
  Flint, MI
  Mt. Morris, MI
  Flint, MI
  Clio, MI
• 2011-03-29 → 2017-02-01
  Lpl Financial Llc
  Flint, MI
  Flint, MI
  Flint, MI
  Otisville, MI
  New Lothrop, MI
  Flint, MI
  Flint, MI
  Clio, MI
  Clio, MI
  New Lothrop, MI
  Otisville, MI
  Durand, MI
  Mt. Morris, MI
  Flint, MI
• 2010-08-23 → 2011-03-25
  Pnc Wealth Management Llc
  Clio, MI
  Flushing, MI
  Frankenmuth, MI
  Mt. Morris, MI
• 2006-02-09 → 2010-08-03
  Chase Investment Services Corp.
  Clio, MI
  Chicago, IL
  Genesee, MI
  Flint, MI

Exams

• S66 Uniform Combined State Law Examination
  2006-02-08
• S63 Uniform Securities Agent State Law Examination
  2003-03-11

Other Names

• Amy Jo Townsend
• Amy Jo Vanderpool