Felix Sherrard Lemarinel

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

• 11/2004 → Present
  Wfg
  Greenwood Village, CO
• 01/2012 → 02/2023
  Transamerica Financial Advisors, Inc
  Greenwood Village, CO
• 01/2012 → 03/2022
  Galt Line Inc
  Castle Rock, CO
• 07/2020 → Present
  Og's Truth
  Aurora, CO
• 03/2022 → 11/2025
  Galt Line Inc.
  Aurora, CO
• 02/2023 → Present
  Lpl Financial Llc
  Aurora, CO

Previous Registrations

• 2012-01-06 → 2023-02-02
  Transamerica Financial Advisors, Llc
  Greenwood Village, CO
  Centennial, CO
• 2007-01-29 → 2012-01-06
  Investment Advisors International, Inc.
  Greenwood Village, CO

Other Businesses

1) 02/01/2023 - OG's Truth - Blog Writer / Author - Not investment related - Aurora, CO 80016 - 2 Hours per month - Start date: 06/13/2020. 2) 02/01/2023 - World Financial Group - Non-Variable Insurance - Selling: Fixed Insurance - Greenwood Village, CO 80011 - Investment related - 1 Hour per month - Start date: 01/01/2005. 4) 02/01/2023 - The Integrity Wealth Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  2005-02-09

Other Names

• Felix Lemarinel
• Felix Sherrard Lemarinel