Weston Ray Gallop

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

• 01/2015 → Present
  Campus Usa Credit Union
  Jonesville, FL
• 04/2015 → Present
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 08/2014 → 12/2019
  Bellamy Road, Llc
  Alachua, FL
• 05/2022 → Present
  Lpl Financial Llc
  The Villages, FL

Previous Registrations

• 2015-06-02 → 2022-05-25
  Cuna Brokerage Services, Inc.
  Jonesville, FL
  Gainesville, FL
  The Villages, FL
  Summerfield, FL
  Waverly, IA

Other Businesses

1. 05-18-2022-CAMPUS Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-

Exams

• S66 Uniform Combined State Law Examination
  2015-05-28