Denika L Tokunaga

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

• 11/2014 → Present
  Lpl Financial Llc
  Fulton, MD

Previous Registrations

• 2008-02-18 → 2014-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD

Other Businesses

1. 11/7/2014 - Maven Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/1/2014 - Time Spent 100%. 2. 5/7/2020 - Maven Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2020 - 10 Hours Per Month/1 Hours During Securities Trading. 3. 3/4/2021 - No Business Name - Not Investment Related - 11477 Iager Blvd Fulton, MD 20759 - Other-Life Coach - Start Date: 2/14/2021 - 4 Hours Per Month/0 Hours During Securities Trading 4. 07/26/2023 - Project Culture - Not Investment Related - Virtual - For-Profit Board Member - Committee Member - Start Date 07/21/2023 - 3 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-02-15

Other Names

• Denika L Palmer