Barbara Lynn Reese

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

• 08/2003 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  San Ramon, CA

Previous Registrations

• 2000-09-28 → 2003-08-15
  Securian Financial Services, Inc.
  San Ramon, CA

Other Businesses

1) 2018-06-13 - none - Real Estate Rental - N - The rental property address is 2127 Colfax Street, Sacramento, CA 95815 - 2018-05-30 - 0hrs/mth - 0hrs/mth during trading 2) 2019-01-16 - Stoney's RR LLC - Business Owner - N - at reported business location(s) - 2018-12-24 - 0hrs/mth - 0hrs/mth during trading 3) 2023-02-06 - Olympic Valley View Condo Vacation Rental - Real Estate Rental - Y - 227 Olympic Valley Road #24, Olympic Valley, CA. 96146 - 2023-02-06 - 20hrs/mth - 0hrs/mth during trading 4) 2026-05-04 - Epic Alpine Meadows Views! - Real Estate Rental - Y - Tahoe City CA - 2026-04-22 - 5hrs/mth - 0hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-05-14

Designations

• Certified Financial Planner

Other Names

• Barbara Lynn Groening
• Barbara Lynn Groening