Laurie Elizabeth Burling Page

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

• 11/2011 → 03/2018
  Rockhouse, Llc
  Maple Grove, MN
• 04/2011 → Present
  Limitless Image Photography
  Maple Grove, MN
• 08/2016 → 03/2019
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2016 → 03/2019
  Mott & Associates, Inc.
  Bradenton, FL
• 05/2019 → Present
  Lpl Financial Llc
  Bradenton, FL

Other Businesses

1) 5/1/2019 - Limitless Image Photography (Freelance Phogography) - 936 145th Street Circle NE, Bradenton, FL 34212 2) 6/26/2020 - No Business Name - Investment Related - 936 145th Street Circle NE, Bradenton, FL 34212 - Other-Notary Public - Start Date: 6/23/2020 - 2 Hours Per Month/2 Hours During Securities Trading - Provide Notary Services. 3) 9/21/2020 - Sound Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/02/2020 - 160 Hours Per Month During Securities Trading 4) 06/20/2023 - Financial Page Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 06/19/2023 - 0 Hours Per Month/ During Securities Trading 5) 02/18/2026 - Laurie Page - Artist/ Musician - Freelance Musician - Not Investment Related - Bradenton, FL - Start Date 02/05/2026 - 5 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-28
• S63 Uniform Securities Agent State Law Examination
  2015-03-30

Other Names

• Gemma Thomas
• Sherbie Burling
• Buffy Burling
• Laurie Elizabeth Burling
• Laurie Elizabeth Burling