Crystal D Rickard

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

• 04/2014 → Present
  Crystal Beach Properties, Llc
  Seymour, IN
• 02/2017 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 02/2017 → Present
  Centra Credit Union
  Columbus, IN
• 05/2022 → Present
  Lpl Financial Llc
  Columbus, IN

Previous Registrations

• 2017-02-20 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Columbus, IN
  Columbus, IN
• 2016-01-08 → 2017-02-10
  Mcavoy Kemp Wealth Management, Llc
  Columbus, IN
• 2016-01-04 → 2016-01-05
  Cambridge Investment Research Advisors, Inc.
  Columbus, IN

Other Businesses

1)05/18/2022- Centra Credit Union-Investment Related - At Reported Business Location(s)- Financial Institution Duty- Senior Financial Advisor- Start Date- 2017 2)05/18/2022 - Crystal Beach Properties, LLC-Investment Related - Martinsville, IN 46151- Real Estate Rental- owner - Start Date- 2018- 6 Hours Per Month 3)05/18/2022- Centra Financial Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2015-09-03

Other Names

• Crystal Dawn Gordon
• Crystal Dawn Manns