Nataliya Varbanova Espey

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

• 09/2016 → 02/2024
  Mcbd Consulting
  Lake Charles, LA
• 10/2018 → 06/2021
  First Federal Bank Of Louisiana
  Lake Charles, LA
• 11/2019 → 03/2024
  Cetera Investment Services Llc
  St. Cloud, MN
• 05/2020 → 03/2024
  Cetera Investment Advisers Llc
  Lake Charles, LA
• 06/2021 → Present
  First Federal Bank Of Louisiana
  Lake Charles, LA
• 03/2024 → Present
  Lpl Financial Llc
  Lake Charles, LA

Previous Registrations

• 2020-05-19 → 2024-03-11
  Cetera Investment Advisers Llc
  Lake Charles, LA
  Lake Charles, LA

Other Businesses

1)02/22/2024 - First Federal Investments - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2024 - 160 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2020-05-18

Other Names

• Nataliya Varbanova Yordanova