Deborah Sue Wilson

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

• 12/2003 → Present
  Linsco/Private Ledger Corp
  San Diego, CA
• 07/2015 → Present
  Lpl Financial Llc
  Lone Tree, CO

Previous Registrations

• 1999-03-26 → 2003-12-08
  Veravest Investment Advisors, Inc.
  Denver, CO

Other Businesses

1. 03/10/09 - COLORADO FINANCIAL PARTNERS - INV REL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 03/17/2008 - NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - 5% TIME SPENT - FIXED INSURANCE PRODUCTS - TERM INSURANCE 3. 07/16/2015 - TRINITY FINANCIAL ADVISORS, INC - INV REL - 700 W 39TH AVE DENVER. CO 80216 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 07/11/2011 - 2 HOURS PER MONTH, 0 DURING TRADING - COMMISSIONS 4. 08/23/2017 - Western Wealth Advisors - Investment Related - at reported business location(s) - DBA for LPL Business (entity for LPL business) - start date 08/21/2017 - 0 hours per month. 5. 02/07/2025- Affidian Credit Union- DBA for LPL Business (entity for LPL business)- Investment & Retirement Center at Affidian Credit- INV Related- At Reported Business Location(s)- Start date 04/01/2025- 160 Hours Per Month- 8 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-30
• S63 Uniform Securities Agent State Law Examination
  1998-01-26

Other Names

• Debby Wilson