Raymond Francis Loeffler

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

• 05/2016 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 04/2016 → Present
  Suncoast Credit Union
  Tampa, FL
• 06/2011 → Present
  Precision Fitness Training Co.
  Tampa, FL
• 05/2022 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2016-07-27 → 2022-05-24
  Cuna Brokerage Services, Inc.
  Tampa, FL
  St Petersburg, FL
  Tampa, FL
  Clearwater, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Waverly, IA
• 2005-12-05 → 2008-08-18
  Wells Fargo Clearing Services, Llc
  Palm Harbor, FL
  Tampa, FL
  Tampa, FL
  Palm Harbor, FL
• 2004-06-08 → 2005-06-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Other Businesses

1. 05-18-2022-Suncoast Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S66 Uniform Combined State Law Examination
  2016-07-14

Other Names

• Raymond F Loeffler