Molly Mount Hines Rambo

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

• 10/1990 → 07/2021
  Waddell & Reed, Inc.
  Narragansett, RI
• 04/1995 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Narragansett, RI
• 10/2018 → 07/2021
  Life Is Good Kids Foundation
  Boston, MA
• 07/2021 → Present
  Lpl Financial Llc
  Narragansett, RI

Previous Registrations

• 1997-05-30 → 2021-07-21
  Waddell & Reed
  West Warwick, RI
  Narragansett, RI
  Hamden, CT
  Narragansett, RI

Other Businesses

1) 02/11/2019 - MOLLY RAMBO / Act in a Fiduciary Capacity / Investment Related / 0HR / MO / 46 Earle's Court, Narragansett, RI 02882 2) 4/1/1995 - Crump / Non-Variable Insurance Trails Only / Investment Related / 0HR / MO / Harrisburg, PA 3) 11/2018 - Mile Marker Financial Advocates / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 46 Earle's Court, Narragansett, RI 02882

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-13
• S63 Uniform Securities Agent State Law Examination
  1990-10-26

Other Names

• Molly Mount Hines
• Molly Schroeter
• Molly Mount Hines Schroeter