Christie B Severino

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

• 08/2018 → 07/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/1999 → 11/2022
  Truliant Federal Credit Union
  Winston Salem, NC
• 07/2019 → 11/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2022 → Present
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2022 → Present
  Allegacy Federal Credit Union
  Clemmons, NC
• 05/2025 → Present
  Lpl Financial Llc
  Clemmons, NC

Previous Registrations

• 2022-12-12 → 2025-05-15
  Cuso Financial Services, L.P.
  Clemmons, NC
• 2019-07-10 → 2022-12-01
  Cuso Financial Services, L.P.
  San Diego, CA
  Winston-Salem, 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 - 160Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-20

Other Names

• Christie L Bressler
• Christie B Severino
• Christie Bressler Severino