Virginia Anne Bayne Merkouris

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

• 07/2011 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Carson City, NV
• 07/2011 → 07/2021
  Waddell & Reed, Inc
  Minden, NV
• 05/2013 → 07/2021
  Jeffrey Whitaker
  Minden, NV
• 01/2016 → 07/2021
  Jackson And Whitaker Inc
  Minden, NV
• 07/2021 → Present
  Lpl Financial Llc
  Minden, NV

Previous Registrations

• 2011-07-29 → 2021-07-21
  Waddell & Reed
  Reno, NV
  Minden, NV
  Seattle, WA
• 2008-03-14 → 2011-06-02
  Edward Jones
  Reno, NV
  Reno, NV
  St Louis, MO

Other Businesses

1) 2018 - Jackson and Whitaker, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / 100% / 0HR / MO / 1701 County Rd. , Suite O, Minden , NV, 89423

Exams

• S66 Uniform Combined State Law Examination
  2008-02-28

Other Names

• Virginia Bayne
• Virginia Anne Bayne
• Virginia Anne Bayne Merkouris