Linda Ann Read

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

• 12/2010 → Present
  Lpl Financial Llc
  New Port Richey, FL
• 11/2016 → 06/2019
  Juice Plus
  New Port Richey, FL

Previous Registrations

• 2004-02-13 → 2010-12-22
  Msi Financial Services, Inc.
  Tampa, FL
  Tampa, FL
  New Port Richey, FL
  Tampa, FL
  Tampa, FL
  New Port Richey, FL
• 1993-09-14 → 2003-06-10
  Equitable Advisors, Llc
  South Pasadena , FL

Other Businesses

(1) 12/16/2014: READ WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 11/24/2014 - 40 Hours Per Month During Securities Trading. (2) 1/22/2015: Read Insurance Management - Investment Related - At Reported Business Location(s) - Property and Casualty - Started 02/01/2015 - 4 Hours Per Month During Securities Trading. (3) 7/12/2016: Read Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance-Trails Only - Started 12/10/2010 - 2 Hours Per Month During Securities Trading. 4) 03/13/2025 - HCA Florida Trinity Hospital - Not Investment Related - Trinity, FL - For-Profit Board Member - Start Date:09/26/2019 - 2 Hrs/Mth - 2 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-06
• S63 Uniform Securities Agent State Law Examination
  1994-02-18

Designations

• Certified Financial Planner

Other Names

• Linda Simms
• Linda Ann Simms
• Linda Ann Simms-Read