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Barbara Trusko Semisorow

LPl Financial LLC

Middleburg Heights, OH

CRD 2181900

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 1999-10-18
  • OH RA
    APPROVED
    Since 1999-10-18

Branch Locations

16600 Sprague Road, Suite 220, Middleburg Heights, OH 44130 • 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
Linsco/Private Ledger Corp. Middleburg Heights OH 01/1996 Present
  • 01/1996 → Present
    Linsco/Private Ledger Corp.
    Middleburg Heights, OH
Other Names
  • Barbara Trusko

View on SEC IAPD

Nearby Firms

FOURTH DIMENSION WEALTH, LLC
THE ESTATE PLANNING TEAM, INC.
IP FINANCIAL ADVISORY SERVICES LLC

Nearby Investors

DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO

Nearby Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH

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