Lydia I Thompson

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

• 08/2006 → Present
  Linsco Private Ledger
  Hendersonville, TN

Previous Registrations

• 2004-01-27 → 2006-08-01
  Ubs Financial Services Inc.
  Franklin, TN
  Brentwood, TN

Other Businesses

1. 08/17/2006 - COLLIER WEALTH MANAGEMENT, INC /DBA / $42,000.00 ANNUAL/ HENDERSONVILLE TN 2. 08/17/2006 - TAX RETURN PREPARATION FOR INDIVIDUALS DURING TAX SEASON,BOOKKEEPING, FOR A SMALL CORP. HERSONVILLE TN 3. 09/15/2010 - OTHER-NOTARY, 1%. 4) 03/25/2025 - none - Investment related - Real Estate Rental - Home Based Drive Gallatin TN 37066 - 1 Hrs/Mth - 0 Hrs During Trading - Real Estate Rental Start Date -02/01/2024

Exams

• S66 Uniform Combined State Law Examination
  2001-04-02
• S63 Uniform Securities Agent State Law Examination
  2000-08-15

Other Names

• Lydia Irvin Wright
• Lydia Irvin Thompson