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Madeleine Cloutier Underwood

LPl Financial LLC

Mckinney, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-13
  • TX RA
    APPROVED
    Since 2020-01-13

Branch Locations

119 W Virginia Ste 201, Mckinney, TX 75069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 03/2016 03/2017
Woodbury Financial Services Inc Mckinney TX 04/2017 01/2020
Lpl Financial Llc Mckinney TX 01/2020 Present
  • 03/2016 → 03/2017
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 04/2017 → 01/2020
    Woodbury Financial Services Inc
    Mckinney, TX
  • 01/2020 → Present
    Lpl Financial Llc
    Mckinney, TX
Previous Registrations
  • 2017-12-14 → 2020-01-17
    Woodbury Financial Services, Inc.
    Mckinney, TX
Other Businesses

1)12/20/2019 - Legacy Planning Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 04/2017

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-02
S63 Uniform Securities Agent State Law Examination 2016-05-13
  • S66 Uniform Combined State Law Examination
    2017-10-02
  • S63 Uniform Securities Agent State Law Examination
    2016-05-13
Other Names
  • Madeleine Marie Cloutier

View on SEC IAPD

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FBS SECURITIES

Other Investors

HERBERT JOSEPH POLEDNA
SAM LUKE THORNAL
Shanna Stanford Miller
Andrew Gordon Douthit
Luke Thomas Suminski
NATASHA CHER VERBSKY
MICHAEL WILLIAM JARVIS
BRADLY IAN CLARK

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · McKinney, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
EDWARD JONES · MCKINNEY, TX
CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · McKinney, TX
LPL FINANCIAL LLC · MCKINNEY, TX

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