Stephanie Denise Livingston Alper

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

• 09/2015 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Westminster, MD

Previous Registrations

• 2018-01-24 → 2018-02-14
  Invest Financial Corporation
  Westminster, MD

Other Businesses

1. 02/14/2018 - Livingston Tax Solutions - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner/President - Start Date 12/1/2015 - 30 Hours Per Month/30 Hours During Securities Trading. 2. 02/14/2018 - Livingston Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3. 08/10/2023 - EliteProcure, LLC - Other - Equipment supplier for contractors - Managing Partner - Not Investment Related - At Reported Business Location(s) - Start Date 07/17/2023 - 3 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-01
• S65 Uniform Investment Adviser Law Examination
  2018-01-22

Other Names

• Stephanie Denise Livingston
• Stephanie Alper
• Stephanie Denise Alper