Erin Elizabeth Calixte

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

• 07/2020 → Present
  Lpl Financial Llc
  La Crosse, WI
• 10/2017 → 07/2020
  Borah Teamwear
  Coon Valley, WI
• 09/2016 → 05/2017
  Westby Area Elementary School
  Westby, WI
• 06/2017 → 09/2017
  Unemployed
  Viroqua, WI
• 04/2014 → 09/2016
  Barc
  Viroqua, WI

Other Businesses

1) 08/30/2023 - Socially Responsible Retirement Strategies, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 08/30/2023 - Public Notary - WI 54601 - Investment related - Start date: 07/19/2021. 3) 11/30/2023 - EE Rosaries - Rep's Business - Etsy Shop Owner - Not Investment Related - Online - Start Date 11/03/2023 - 8 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-08-21

Other Names

• Erin Elizabeth Anglin