Khrista Mcwhorter

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

• 01/2017 → 08/2017
  Unemployed
  Centreville, VA
• 01/2014 → 01/2017
  Armed Forces
  Fort Stewart, GA
• 08/2017 → 12/2019
  Student
  Centreville, VA
• 06/2019 → 01/2022
  Ameriprise Financial
  Centreville, VA
• 01/2018 → 07/2018
  Mason And Hanger
  Chantilly, VA
• 02/2022 → 12/2022
  Chase Chaldekas
  Lakewood, CO
• 02/2022 → 02/2023
  Northwestern Mutual Investment Services Llc
  Lakewood, CO
• 05/2023 → Present
  Scf Securities, Inc
  Erie, CO
• 05/2025 → Present
  Lpl Financial Llc
  Erie, CO

Previous Registrations

• 2024-08-06 → 2025-05-01
  Scf Investment Advisors, Inc.
  Erie, CO
  San Diego, CA
• 2022-03-22 → 2022-12-21
  Northwestern Mutual Investment Services, Llc
  Lakewood, CO

Other Businesses

1. 05/2025-Buffalo Financial Strategies- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/01/2023- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2021-07-02

Other Names

• Khrista Mcwhorter
• Khrista Michelle Mcwhorter
• Khrista Mcwhorter