Marina Ann Saldivar

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

• 07/1999 → 09/2023
  Prosperity Bank
  Victoria, TX
• 05/2015 → 09/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2021 → 09/2023
  Cetera Investment Advisers Llc
  Victoria, TX
• 09/2023 → Present
  Lpl Financial Llc
  Victoria, TX

Previous Registrations

• 2021-09-30 → 2023-09-06
  Cetera Investment Advisers Llc
  Victoria, TX

Other Businesses

1) 08/29/2023 - Notary - TX 77901 - Investment related - 25% time spent - Start date: 01/01/2001. 2) 08/29/2023 - South Star Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-25

Other Names

• Marina Ann Freeman
• Marina Saldivar