Toby Crites

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

• 05/2015 → 09/2020
  T. Rowe Price
  Owings Mills, MD
• 10/2020 → 09/2021
  Edward Jones
  Martinsburg, WV
• 09/2021 → 06/2024
  Fidelity Investments
  Reston, VA
• 07/2024 → Present
  Lpl Financial Llc
  Falling Waters, WV
• 06/2024 → Present
  Cnb Bank
  Falling Waters, WV

Previous Registrations

• 2021-10-18 → 2024-05-24
  Fidelity Personal And Workplace Advisors
  Reston, VA
• 2020-11-04 → 2021-09-09
  Edward Jones
  Martinsburg, WV
  Inwood, WV
  St Louis, MO
  Hanover, PA

Other Businesses

1. 07/03/2024 - CNB Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 07/03/2024 - CNB BANK / Senior Investment Analyst / Financial Institution Duty / Ind. Related / FALLING WATERS, WV / Start date 06/03/2024 - 40 Hrs per month - 100%

Exams

• S66 Uniform Combined State Law Examination
  2020-11-03
• S63 Uniform Securities Agent State Law Examination
  2015-07-21

Other Names

• Toby Adam Crites