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August Frank Malekovich

LPl Financial LLC

Rostraver Twp, PA

CRD 5876570

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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
MI RA APPROVED 2021-07-21
PA RA APPROVED 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • MI RA
    APPROVED
    Since 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

Rostraver Twp, PA • 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
Malekovich Properties Belle Vernon PA 07/2003 07/2021
Waddell & Reed, Inc. Belle Vernon PA 01/2011 07/2021
Various Insurance Carriers For W & R Insurance Agencies Rostraver Township PA 07/2011 07/2021
Fundamental Advantage Belle Vernon PA 05/2012 07/2021
Lpl Financial Llc Rostraver Twp PA 07/2021 Present
  • 07/2003 → 07/2021
    Malekovich Properties
    Belle Vernon, PA
  • 01/2011 → 07/2021
    Waddell & Reed, Inc.
    Belle Vernon, PA
  • 07/2011 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Rostraver Township, PA
  • 05/2012 → 07/2021
    Fundamental Advantage
    Belle Vernon, PA
  • 07/2021 → Present
    Rostraver Twp, PA
Previous Registrations
  • 2011-06-17 → 2021-07-21
    Waddell & Reed
    Pittsburgh, PA
    Rostraver Twp, PA
    Hamden, CT
Other Businesses

1)08/2021 - DBA for LPL Business (entity for LPL business) - Strategic Wealth Investments - Investment Related - Rostraver Twp, PA 15012

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-25
  • S66 Uniform Combined State Law Examination
    2011-06-25
Other Names
  • August Malekovich
  • Augie Malekovich

View on SEC IAPD

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