Lynda Ann Beisner

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

• 08/2005 → Present
  Lpl Financial Llc
  Pleasant Valley, NY

Other Businesses

1. 10/23/2007 - DBA ONLY - HVFCU FINANCIAL SERVICES AT HUDSON VALLEY FEDERAL - PLEASANT VALLEY, NY. 2. 09/03/2015 - NO BUSINESS NAME - REAL ESTATE RENTAL - NOT INV REL - 182 A CARDINAL ROAD HYDE PARK, NY 12538 - 0 HRS/MO DURING SECS TRDG HRS. 3. 10/5/2017 - Hudson Valley Federal Credit Union Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 10/09/2017 - 10 Hours Per Month During Securities Trading - Offering Medicare Advantage Plans, Medicare Supplements and Prescription Drug Plans. 4. 10/3/2019 - Hudson Valley Credit Union - DBA: Wealth Management at Hudson Valley Credit Union - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-07

Other Names

• Lynda Ann Kelly