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Kerry Lynn Prichard

LPl Financial LLC

Olympia, WA

Roy, 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 2023-09-22
  • WA RA
    APPROVED
    Since 2023-09-22

Branch Locations

1601 Cooper Point Rd. Nw, Olympia, WA 98502 • United States

Roy, WA • 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
Frank Russell Company Tacoma WA 09/1994 07/2017
Lpl Financial, Llc Olympia WA 11/2017 Present
Unemployed Roy WA 07/2017 11/2017
Financial Advocates Investment Management Olympia WA 01/2018 Present
  • 09/1994 → 07/2017
    Frank Russell Company
    Tacoma, WA
  • 11/2017 → Present
    Lpl Financial, Llc
    Olympia, WA
  • 07/2017 → 11/2017
    Unemployed
    Roy, WA
  • 01/2018 → Present
    Financial Advocates Investment Management
    Olympia, WA
Previous Registrations
  • 2018-01-03 → 2023-10-06
    Financial Advocates Investment Management
    Olympia, WA
  • 2005-08-26 → 2017-07-25
    Russell Investments
    Tacoma, WA
    Seattle, WA
Other Businesses

1. 11/16/2017 - Financial Advocates / DBA for LPL Business (entity for LPL business) / 100% / Olympia, WA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-18
  • S66 Uniform Combined State Law Examination
    2005-08-18
Other Names
  • Peterson Kallberg
  • Kerry Lynn Peterson

View on SEC IAPD

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