Boban Tunjic

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

• 06/2016 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2016 → 10/2018
  Bank Of America, N.A.
  Jacksonville, FL
• 11/2018 → 11/2021
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 11/2021 → 03/2024
  Citigroup
  Jacksonville, FL
• 03/2024 → 03/2026
  Pnc Investments
  Jacksonville, FL
• 03/2026 → Present
  Lpl Financial
  Jacksonville, FL

Previous Registrations

• 2024-03-28 → 2026-04-01
  Pnc Wealth Management Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2022-03-02 → 2024-03-18
  Citigroup Global Markets Inc.
  Jacksonville, FL
  Jacksonville, FL
• 2019-01-29 → 2021-11-11
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2017-01-24 → 2018-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

1. 03/2026 - 3 C's Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 03/23/2026

Exams

• S66 Uniform Combined State Law Examination
  2017-01-20

Other Names

• Bo Tunjic