Brenna Nicole Vitus

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 → 06/2021
  Preferred Property Management, Inc
  Hermiston, OR
• 06/2021 → Present
  Legacy Financial
  Hermiston, OR
• 06/2021 → Present
  Lpl Financial Llc
  Woodburn, OR

Other Businesses

1) 1/2023 - Legacy Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 150 Hours per month / 100 Time spent percent / 70Hours during trading / Woodburn, OR 2) 1/2023- Notary / Not Investment Related / 0 Hours per month / 0 Time spent percent / 0Hours during trading / Woodburn, OR

Exams

• S66 Uniform Combined State Law Examination
  2023-06-22