Amy Lynn Calderon

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

• 07/2007 → Present
  Lpl Financial Llc
  San Antonio, TX

Other Businesses

1. 07/02/07 - TRINITY FINANCIAL GROUP / DBA / SAN ANTONIO, TX 78209 2. 07/02/07 - NON-VARIABLE INSURANCE / SAN ANTONIO, TX 78209 / 50% OF HOURS 3. 03/22/2011 - REAL ESTATE RENTAL, MCRS BUILDING, LLC, 10% OF TIME SPENT. 4. 01/09/2014 - TRINITY OAKS BUSINESS PARK, LLC - REAL ESTATE RENTAL - TIME SPENT 2 HOURS - SAN ANTONIO, TX 5. 08/17/2023 - Notary for the state of Texas - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 08/15/2023 - 1 Hour Per Month/ 0 Hours During Trading 6. 11/28/2023 - Trinity Financial Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/29/2007 - 20 Hrs/Mo During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-01-26

Other Names

• Amy Lynn Conti