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Britney Lundgren

LPl Financial LLC

Fallbrook, CA

San Diego, CA

CRD 6685914

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Fallbrook, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Wells Fargo Advisors Llc El Cajon CA 07/2016 11/2016
Wells Fargo Bank, Na San Diego CA 03/2015 03/2023
Wells Fargo Clearing Services, Llc San Diego CA 11/2016 03/2023
Lpl Financial Llc Fallbrook CA 03/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-28
S63 Uniform Securities Agent State Law Examination 2016-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-10-28
  • S63 Uniform Securities Agent State Law Examination
    2016-09-14
Other Names
  • Britney Odish
  • Britney Andrea Odish

View on SEC IAPD

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