Lori Brink

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

• 09/2019 → 05/2020
  M Holdings Securities, Inc.
  Portland, OR
• 09/2019 → 02/2022
  Todd M. Mezrah & Associates Inc.
  Tampa, FL
• 09/2018 → 06/2019
  Harvard Pacific
  Tampa, FL
• 09/2017 → 09/2018
  South Tampa Properties
  Tampa, FL
• 07/2014 → 09/2017
  Colliers International
  Tampa, FL
• 03/2022 → Present
  Cuna Mutual Group
  Waverly, IA
• 03/2022 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2022 → Present
  Lpl Financial Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12
• S63 Uniform Securities Agent State Law Examination
  2020-05-21