Lizabeth Mara Durrell

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
OR	RA	APPROVED	2010-12-17

OR RA
APPROVED

Since 2010-12-17

Branch Locations

Sunriver, OR • 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	Sherwood	OR	12/2010	Present

12/2010 → Present

Lpl Financial, Llc

Sherwood, OR

Previous Registrations

2009-10-23 → 2010-01-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Portland, OR

Portland, OR

Salem, OR

Lincoln, RI
2005-08-10 → 2009-10-23

Banc Of America Investment Services, Inc.

Portland, OR

Portland, OR

Portland, OR
2003-11-21 → 2005-05-18

Wells Fargo Investments, Llc

Portland, OR

Other Businesses

1. 12/16/2010 - Trinity Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-11-20

S66 Uniform Combined State Law Examination

2003-11-20

Designations

Certified Financial Planner

Other Names

Lizabeth Mara Miller

View on SEC IAPD