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Susan Mary Beardsley

LPl Financial LLC

Edmonds, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-03-27
  • WA RA
    APPROVED
    Since 2025-03-27

Branch Locations

144 Railroad Ave Ste 301, Edmonds, WA 98020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Edmonds WA 06/2013 Present
Financial Advocates Investment Management Edmonds WA 06/2013 04/2025
  • 06/2013 → Present
    Lpl Financial
    Edmonds, WA
  • 06/2013 → 04/2025
    Financial Advocates Investment Management
    Edmonds, WA
Previous Registrations
  • 2018-10-05 → 2025-04-28
    Financial Advocates Investment Management
    Edmonds, WA
    Olympia, WA
  • 2008-09-09 → 2013-06-11
    Edmonds, WA
Other Businesses

1. 06/07/2013 - OLYMPIC INVESTMENT GROUP/ DBA ONLY/ 100%/ EDMONDS, WA 2. 06/07/2013; OLYMPIC INVESTMENT GROUP - DBA name only for Financial Advocates Investment Management (FAIM)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-08
  • S66 Uniform Combined State Law Examination
    2008-09-08
Other Names
  • Susan Mary Markey

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