John Charles Conlin

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 12/1993 → Present
  Unemployed
  San Antonio, TX
• 05/1995 → 11/2024
  Pruco Securities, Llc.
  San Antonio, TX
• 11/2024 → Present
  Lpl Enterprise, Llc
  San Antonio, TX

Previous Registrations

• 2017-10-06 → 2024-11-14
  Pruco Securities, Llc.
  San Antonio, TX
  San Antonio,, TX
  San Antonio, TX

Other Businesses

USAF~802 Paint Brush Lane, Temple, TX 76502~Retired~N~LTCOL - Retired~10/1992~1 hrs/mo~0 trading hrs/mo|ACE American Ins Co|Aetna Dental INC.|Aetna health Ins Co|Aetna Health INC.|Aetna Life Ins Co|American General Life Ins Co|American Nat'l Ins Co|Ameritas Life Ins Corp|AXA Equitable Life Ins Co|Denticare Inc|Genworth Life Ins Co|Guardian Life Ins Co of America|Guggenheim Life & Annuity Co|Humana Health Plan Of Texas|Humana Ins Co|HumanaDental Ins Co|INC.|Lincoln Nat'l Life Ins Co|Metropolitan Life Ins Co|Nat'l Farm Life Ins Co|Protective Life Ins Co|Provident Life & Accident Ins Co|Security Life of Denver Ins Co|Unum Life Ins Co Of America

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Designations

• Chartered Financial Consultant