Best Investors Account Sign in

Amanda Marie Salcedo

LPl Financial LLC

West Chester, OH

CRD 5474245

Claim This Profile
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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-05
  • OH RA
    APPROVED
    Since 2026-03-05

Branch Locations

8194 Liberty Way, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stevens & Associates Llc West Chester OH 11/2015 04/2024
Stevens Investment Group Inc West Chester OH 05/2024 Present
Lpl Financial West Chester OH 05/2024 Present
  • 11/2015 → 04/2024
    Stevens & Associates Llc
    West Chester, OH
  • 05/2024 → Present
    Stevens Investment Group Inc
    West Chester, OH
  • 05/2024 → Present
    Lpl Financial
    West Chester, OH
Other Businesses

1.01/2026-Stevens Investment Group, Inc.- DBA for LPL Business (entity for LPL business)-Inv Related-160 Hours per month-160 Hours during trading- At reported business location (s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-04
  • S66 Uniform Combined State Law Examination
    2026-03-04
Other Names
  • Amanda M. Reed
  • Amanda Marie Reed

View on SEC IAPD

More in West Chester, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor