Renee Aileen Springstead

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

• 04/2016 → 02/2018
  Sii Investments, Inc.
  The Villages, FL
• 02/2018 → Present
  Lpl Financial Llc
  The Villages, FL

Other Businesses

1. 7/12/2019 - Fross and Fross Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/02/2015 - 50 Hours Per Month/37 Hours During Securities Trading. 2. 10/27/2025- Renee Springstead TTEE or Village Vista Rentals- Real Estate Rental- INV Related- At Villages, FL - Start date 03/01/2024- 2 Hours Per Month

Exams

• S66 Uniform Combined State Law Examination
  2018-10-22

Other Names

• Renee Aileen Roscoe
• Renee Aileen Hutchings