Sandra Jean Halliburton

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

• 09/2002 → Present
  Green & Halliburton
  Louisville, KY
• 07/2009 → 10/2025
  L.M. Kohn & Company
  Cincinnati, OH
• 10/2025 → Present
  Lpl Financial
  Louisville, KY

Previous Registrations

• 2017-03-31 → 2025-10-13
  L.M. Kohn & Company
  Cincinnati, OH
  Louisville, KY
  Cincinnati, OH

Other Businesses

1) 10/2025 - Green & Halliburton Financial Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 70 hrs per month 2) 10/2025 - Green & Halliburton, Inc / Non-Variable Insurance / Inv Related / Start date 08/20/2002 - 175 hrs per month 3) 10/2025 - Halliburton Saddlebreds LLC / Business Owner / Inv Related / Start date 04/01/2013 - 10 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-29
• S63 Uniform Securities Agent State Law Examination
  2005-07-05

Other Names

• Sandra Halliburton