Georgina Maria Rosal

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

• 06/1998 → 09/2024
  Lincoln Financial Advisors Corporation
  Houston, TX
• 09/2024 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 1998-06-01 → 2024-10-09
  Osaic Fa, Inc.
  Houston, TX
  Houston, TX

Other Businesses

1- 09/2024 / Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 09/2024 / Rosal Davie & Associates LLP / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Houston, TX / Start date: 08/23/2024 3- 09/2024 / Priority Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-20

Other Names

• Georgi Rosal