Audrey L Hallman

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

• 06/2008 → Present
  Audrey L. Hallman, Cpa
  Sewell, NJ
• 11/2017 → 06/2023
  Evesham Mortgage Co.
  Marlton, NJ
• 11/2014 → 09/2019
  Going Green Landscaping, Llc
  Sewell, NJ
• 10/2023 → 06/2024
  Lpl Financial Llc
  Sewell, NJ
• 06/2024 → Present
  Lpl Financial Llc
  Sewell, NJ

Previous Registrations

• 2023-10-19 → 2024-07-03
  Lpl Financial Llc
  Mullica Hill, NJ
  Sewell, NJ
  San Diego, CA
• 2021-08-18 → 2024-01-02
  Victory Wealth Partners
  Mullica Hill, NJ
• 2020-01-14 → 2020-12-31
  Victory Wealth Partners
  Mullica Hill, NJ

Other Businesses

1- 06/28/2024 / Rental Property / Real Estate Rental / Investment Related / 2 hrs mth / 1 hr during trading / Sewell, NJ / Start date: 08/04/2020 2- 06/28/2024 / Victory Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 15 hrs mth / 1 hr during trading / At reported business location(s) 3- 06/28/2024 / Audrey L Hallman, CPA / Tax Prep/Accounting/CPA / Investment Related / 160 hrs mth / 6 hrs during trading / Sewell, NJ / Start date: 06/01/2008 4- 06/28/2024 / Notary / Notary / Investment Related / 1 hr mth / 1 hr during trading / Sewell, NJ / Start date: 12/01/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-20

Other Names

• Audrey L. Hallman