Janine Elise Bennis

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

• 04/2016 → 06/2017
  Mission Health & Home
  Rochester, NY
• 07/2017 → 08/2019
  Unemployed
  Charlotte, NC
• 09/2019 → 04/2020
  Mission Health & Home
  Charlotte, NC
• 05/2020 → 06/2021
  Unemployed
  Charlotte, NC
• 07/2021 → Present
  America's Ob/Gyn Board Review Course
  Charlotte, NC
• 10/2024 → Present
  Lpl Financial Llc
  Fort Mill, SC

Other Businesses

1. Start Date: 05/05/2025 - Terrier Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - Fort mill, SC 29715 - 40 Hrs/Mth - 2 Hrs During Trading. -  Time Spent: 20 2. Start Date: 07/01/2021 - America's OB/GYN Board Review Course - Outside/W-2 Employment - Not Investment Related - 2700 Greenville Hwy - Suite A Flat Rock, NC 28731 - 80 Hrs/Mth - 5 Hrs During Trading. -  Time Spent: 50

Exams

• S66 Uniform Combined State Law Examination
  2025-09-05