Christina Ostran Mehltretter

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

• 05/2026 → Present
  Lpl Financial
  Fort Mill, SC
• 11/2018 → 03/2026
  Lpl Financial
  Fort Mill, SC
• 11/2010 → 11/2018
  Ernst & Young
  New York, NY

Other Businesses

1. 5/2026 - Author - Author - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Fort Mill SC 29707 - OBA Start date: 05/12/2026 2. 5/2026 - Carolinas Financial and Retirement Planning - DBA for LPL Business (entity for LPL business) - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/20/2026

Exams

• S66 Uniform Combined State Law Examination
  2026-06-17

Other Names

• Christina Marie Ostran