Allan David Telech

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

• 03/2000 → 07/2021
  Waddell & Reed, Inc.
  Bethal Park, PA
• 05/2000 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Pittsburgh, PA
• 01/2000 → 07/2021
  Ata Associates
  Mcmurray, PA
• 07/2021 → Present
  Lpl Financial Llc
  Bethel Park, PA

Previous Registrations

• 2004-01-12 → 2021-07-21
  Waddell & Reed
  Pittsburgh, PA
  Pittsburgh, PA
  Hamden, CT
  Bethel Park, PA

Other Businesses

1) 7/2021- ACCOUNTING AND TAX SERVICES- Outside/W-2 Employment- seasonal contract employee - non-inv. related- McMurray, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-29
• S63 Uniform Securities Agent State Law Examination
  2000-05-25