Kari Marie Raglione-Tissot

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

• 07/2003 → Present
  Lpl Financial Llc
  Beaverton, OR
• 05/2015 → Present
  Consolidated Financial Management Corp.
  Beaverton, OR
• 01/2021 → 07/2024
  Golden State Wealth Management, Llc
  Beaverton, OR

Previous Registrations

• 2021-01-19 → 2024-07-10
  Golden State Wealth Management, Llc
  Hillsboro, OR
  Powell, WY

Other Businesses

1. 01/2009; Investment Adviser Representative - Consolidated Financial Management - Customized Financial Plans for a Fixed Fee; Time Spent 90% - Beaverton, OR - Activity; DBA - APPROVED 11/20/2003. 2. 12/15/2008 - Consolidated Financial - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Time Spent 5% 3. 12/17/2010: BEAVER DAM CONSTRUCTION - BUSINESS OWNER - NOT INV REL - Time Spent 0% 4. 10/05/2011: NO BUSINESS NAME - DIRECT SALES - NOT INV REL - AT REPORTED BUSINESS LOCATION - Juice Plus Distributor -1% TIME SPENT. 5. 08/14/2013 - Consolidated Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 6. 08/26/2015 - NO BUSINESS NAME - REAL ESTATE RENTAL - INV REL - Beaverton, OR - START: 9/15/2015 - 2 HRS PER MONTH/0 HRS DURING TRADING. 7. 1/6/2020 - Consolidated Financial Management Corp. - DBA: Consolidated Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2002 - 160 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-08

Designations

• Certified Financial Planner

Other Names

• Kari Marie Raglione