Lawrence Calvert Mcausland

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

• 12/1994 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 06/2024
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 06/2024
  Cetera Advisors Llc
  Bellevue, WA
• 06/2024 → Present
  Lpl Financial Llc
  Kirkland, WA

Previous Registrations

• 2020-11-12 → 2024-06-13
  Cetera Investment Advisers Llc
  Bellevue, WA
  Sedona, AZ
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Bellevue, WA
  Sedona, AZ
• 1996-11-06 → 2012-07-02
  First Allied Securities, Inc.
  Bellevue, WA
  Sedona, AZ

Other Businesses

1) 03/15/2024 - Lawrence Calvert Trust - Investment Related - Act in a Fiduciary Capacity - Bellevue WA - Trustee 2) 03/15/2024 - MCAUSLAND REAL PROPERTY LLC - Business Entity For Tax/Investment Purposes Only 3) 03/15/2024 - LCM Property Management LLC - Business Entity For Tax/Investment Purposes Only 4) 03/15/2024 - LC MCAUSLAND LLC - Business Entity For Tax/Investment Purposes Only

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-17
• S63 Uniform Securities Agent State Law Examination
  1992-02-11

Other Names

• Laurence Calvert Mcausland
• Cal Mcausland
• Laurence C Mcausland