Paul Schofield

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

Authority	Category	Status	Date
MA	RA	APPROVED	2007-06-25

MA RA
APPROVED

Since 2007-06-25

Branch Locations

Dedham, MA • 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

Organization	City	State	From	To
Lpl Financial, Llc	Dedham	MA	06/2007	Present

06/2007 → Present

Lpl Financial, Llc

Dedham, MA

Previous Registrations

2004-02-26 → 2007-06-25

A. G. Edwards & Sons, Inc.

Chelmsford, MA

Chelmsford, MA

Other Businesses

1. 06/20/2007: DBA ONLY - SCHOFIELD FINANCIAL SERVICES - DEDHAM, MA. 2. 8/31/2012: REAL ESTATE RENTAL - I RENT A 2 BEDROOM CONDO THAT I OWN THAT IS LOCATED IN NEEDHAM, MA. TENANTS ARE NOT CUSTOMERS. - TIME SPENT 1% - NEEDHAM, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-07-25

S63 Uniform Securities Agent State Law Examination

1995-07-25

Designations

Certified Financial Planner

View on SEC IAPD