Marie Christina Loyd

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

• 09/2009 → Present
  Lpl Financial Llc
  Fresno, CA

Previous Registrations

• 2009-09-08 → 2013-12-31
  Lpl Financial Llc
  Visalia, CA
• 2009-03-09 → 2009-09-08
  Associated Securities Corp.
  Visalia, CA

Other Businesses

1. 4/28/2015: NO BUSINESS NAME - Not Investment Related - HOME BASED - Other-NOTARY - START 01/01/2006 - 5% OF TIME SPENT - PROVIDE NOTARY SERVICES. 2. 12/03/2025 - Sage Planning Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 160 hours per month/ 7 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2009-03-07
• S63 Uniform Securities Agent State Law Examination
  2008-12-30

Other Names

• Fife, Bently
• Marie Christina Fife
• Marie Christina Gilbertson
• Marie Christina Gilbertson