Wesley Phillip Mckenna

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

• 09/1998 → 12/2016
  Nationwide Advisory Services, Inc.
  Charleston, SC
• 01/2017 → Present
  Lpl Financial, Llc
  Charleston, SC

Previous Registrations

• 2014-06-26 → 2016-12-31
  Nationwide Securities, Llc
  Bloomington, MN
  Greer, SC
  Charleston, SC
  North Charleston, SC
  Charleston, SC
  Mt. Pleasant, SC
  Summerville, SC

Other Businesses

1) 12/28/2016 - LIGHTHOUSE WEALTH ADVISORS OF CHARLESTON LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2017 - 160 hr/mth 2) 12/28/2016 - MCKENNA AGENCY, INC - Insurance Agency - owner - inv rel - at reported business location(s) - start: 1/1/2004 3) 12/29/2016 - McKenna Properties LLC - Real Estate Rental - owned by wife and consists of their office building. - start date: 11/15/2011 - 1 hr/mth 4) 07/26/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 07/01/2022 - 4 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-16