Samuel Edward Critz

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

• 05/2005 → Present
  Allegacy Federal Credit Union
  Winston-Salem, NC
• 05/2005 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Clemmons, NC

Previous Registrations

• 2006-05-22 → 2025-05-15
  Cuso Financial Services, L.P.
  East Hanover, NJ
  Kernersville, NC
  Clemmons, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston Salem, NC
  Winston-Salem, NC
  King, NC
  Mount Airy, NC

Other Businesses

1.05/15/2025 - Allegacy Investment Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:30-APR-25 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-15
• S63 Uniform Securities Agent State Law Examination
  2003-12-04

Other Names

• Sam Critz
• Samuel Edward Critz Jr.