Jeremiah Joseph Seagle

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

• 04/2011 → 11/2019
  Valic Financial Advisors, Inc.
  Richmond, VA
• 11/2019 → 06/2024
  Securities America, Inc.
  Riner, VA
• 11/2019 → 06/2024
  Securities America Advisors
  Riner, VA
• 06/2024 → 10/2024
  Osaic Wealth, Inc.
  Riner, VA
• 06/2024 → 10/2024
  Osaic Wealth, Inc.
  Riner, VA
• 10/2024 → Present
  Lpl Financial Llc
  Riner, VA

Previous Registrations

• 2024-06-14 → 2024-10-29
  Osaic Wealth, Inc.
  Hampton, VA
  Riner, VA
• 2019-11-15 → 2024-06-14
  Securities America Advisors, Inc.
  Riner, VA
• 2011-05-02 → 2019-12-13
  Valic Financial Advisors, Inc.
  North Chesterfield, VA

Other Businesses

1- 09/2024 / Insurance Rep / Non-Variable Insurance / INV RLTD / 5 HRS MNTH / START 11/07/2019 2- 09/2024 / SEAGLE FINANCIAL SERVICES LLC / Business Entity For Tax/Investment Purposes Only / INV RLTD / START 02/01/2020 3- 09/2024 / Real Estate Rental / INV RLTD / 1 HRS MNTH / START 11/15/2007

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-29
• S66 Uniform Combined State Law Examination
  2005-06-25