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Anna Marie Martello

LPl Financial LLC

Missoula, MT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-07-21
  • MT RA
    APPROVED
    Since 2021-07-21

Branch Locations

1210 West Kent Ave. Ste 201, Missoula, MT 59801 • 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
Waddell & Reed, Inc. Missoula MT 10/1990 07/2021
Various Insurance Carriers For W & R Insurance Agencies Missoula MT 04/1991 07/2021
Marshall & Mary Brondum Special Assistance Foundation Missoula MT 12/1989 12/2017
Lpl Financial Llc Missoula MT 07/2021 Present
  • 10/1990 → 07/2021
    Waddell & Reed, Inc.
    Missoula, MT
  • 04/1991 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Missoula, MT
  • 12/1989 → 12/2017
    Marshall & Mary Brondum Special Assistance Foundation
    Missoula, MT
  • 07/2021 → Present
    Lpl Financial Llc
    Missoula, MT
Previous Registrations
  • 1997-06-02 → 2021-07-21
    Waddell & Reed
    Missoula, MT
    Great Falls, MT
    Missoula, MT
    Billings, MT
    Seattle, WA
    Missoula, MT
Other Businesses

04/1991 - PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, INVESTMENT RELATED, INSURANCE AGENT, INSURANCE SALES, MISSOULA MT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-24
S63 Uniform Securities Agent State Law Examination 1990-12-10
  • S65 Uniform Investment Adviser Law Examination
    1997-02-24
  • S63 Uniform Securities Agent State Law Examination
    1990-12-10

View on SEC IAPD

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DONNA ROSEANN EVISON
JEFFERY WILLIAM EVISON
Susan E Thomas
JARED LEE LOSING
John Blaise Suseland
BRADLEY CARL NORDBERG
JEFFREY DELWYN LARSON

Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

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