Valencia Joyce Linton

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

• 11/2002 → 12/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 12/2021
  Bbva Securities Inc.
  Houston, TX
• 09/2023 → 08/2025
  Wedbush Securities
  Houston, TX
• 01/2022 → 07/2023
  Pnc Bank (Acquired Bbva)
  Houston, TX
• 08/2025 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2023-10-03 → 2025-08-13
  Wedbush Securities Inc.
  Houston, TX
  Pasadena, CA

Other Businesses

1) 08/13/2025 - Skyward Financial LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location (s) -Start Date 09/11/2023 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-25
• S63 Uniform Securities Agent State Law Examination
  1992-05-18

Other Names

• Valencia Joyce Linton
• Valencia Pradier