Lawrence Elovitz

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

• 06/2021 → Present
  Lpl Financial, Llc
  Dublin, OH
• 01/2021 → 06/2021
  Pnc Bank
  Dublin, OH
• 05/2011 → 12/2020
  Pnc Bank
  Dublin, OH

Other Businesses

1. 03/15/2022 - Financial Services - DBA: Redwood Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/18/2022 - 160 Hours Per Month/32 Hours During Securities Trading. 2. 07/07/2022 - LME Wealth Management LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/16/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-16

Other Names

• Larry Elovitz