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Amanda Lynn Kingrey

LPl Financial LLC

Fairfield, OH

CRD 7385894

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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
OH RA APPROVED 2023-12-15
  • OH RA
    APPROVED
    Since 2023-12-15

Branch Locations

7100 Dixie Hwy Ste 122, Fairfield, OH 45014 • 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
Empire Marketing Strategies Cincinnati OH 01/2016 02/2022
Tri County Assurance Fairfield OH 05/2001 05/2021
Us Census Bureau Fairfield OH 06/2020 11/2020
Beckett Springs West Chester OH 08/2019 01/2021
Shipt Fairfield OH 04/2017 08/2019
Lpl Financial Fairfield OH 05/2021 06/2026
Lpl Financial Fairfield OH 06/2026 Present
  • 01/2016 → 02/2022
    Empire Marketing Strategies
    Cincinnati, OH
  • 05/2001 → 05/2021
    Tri County Assurance
    Fairfield, OH
  • 06/2020 → 11/2020
    Us Census Bureau
    Fairfield, OH
  • 08/2019 → 01/2021
    Beckett Springs
    West Chester, OH
  • 04/2017 → 08/2019
    Shipt
    Fairfield, OH
  • 05/2021 → 06/2026
    Lpl Financial
    Fairfield, OH
  • 06/2026 → Present
    Lpl Financial
    Fairfield, OH
Other Businesses

1- 05/2021 / SCOAPE Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / Fairfield, OH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-14
  • S66 Uniform Combined State Law Examination
    2023-12-14
Other Names
  • Amanda Lynn Owens

View on SEC IAPD

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