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Allen Victor Schutzky

LPl Financial LLC

Medford, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-16
OR RA APPROVED 2025-07-01
  • TX RA
    APPROVED
    Since 2025-07-16
  • OR RA
    APPROVED
    Since 2025-07-01

Branch Locations

3559 National Dr #120, Medford, OR 97504 • 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 Medford OR 06/2012 Present
Financial Advocates Investment Management Medford OR 07/2012 10/2025
  • 06/2012 → Present
    Lpl Financial, Llc
    Medford, OR
  • 07/2012 → 10/2025
    Financial Advocates Investment Management
    Medford, OR
Previous Registrations
  • 2013-01-17 → 2025-08-18
    Financial Advocates Investment Management
    Olympia, WA
    Medford, OR
  • 2004-07-08 → 2012-06-21
    South Valley Wealth Management
    Medford, OR
    Klamath Falls, OR
    Medford, OR
Other Businesses

1. 02/12/2013 - SCHUTZKY INVESTMENTS LLC - IVN REL - Business Entity For Tax/Investment Purposes Only - for accounting purposes only

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-07
S63 Uniform Securities Agent State Law Examination 1992-12-04
  • S66 Uniform Combined State Law Examination
    2004-07-07
  • S63 Uniform Securities Agent State Law Examination
    1992-12-04
Other Names
  • Allen Schutzky

View on SEC IAPD

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