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Annette Kay Handevidt

LPl Financial LLC

Eagle Lake, MN

San Diego, CA

CRD 5020753

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Eagle Lake, MN • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
OrganizationCityStateFromTo
Lpl Financial, Llc San Diego CA 08/2005 Present
Other Businesses

1. 5/18/2020 - Rodan & Fields - Not Investment Related - 301 Brook Ct. Eagle Lake MN 56024 - Outside/W-2 Employment - Independent Skin Care Consultant - Started 03/13/2019 - 15 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-02
  • S66 Uniform Combined State Law Examination
    2007-11-02
Other Names
  • Annette Handevidt

View on SEC IAPD

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