Gregory Allen Mclenithan

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

• 09/2009 → Present
  Lpl Financial Corporation
  South Burlington, VT

Previous Registrations

• 2008-11-12 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  South Burlington, VT
• 2008-10-31 → 2008-11-07
  Osaic Services, Inc.
  South Burlington, VT
• 2002-10-01 → 2008-10-31
  American General Securities Incorporated
  South Burlington, VT

Other Businesses

1. 10/6/2011: NON-VARIABLE INSURANCE DBA - L&M FINANCIAL - THIS IS A MARKETING NAME ONLY TO CONDUCT BUSINESS FOR LPL AND OUR FIXED INSURANCE PRACTICE TO INCORPORTATE LOWREY FINANCIAL AND MCLENITHAN FINANCIAL TO ANSWER THE PHONE EASIER AS L&M FINANCIAL. - TIME SPENT 1%. 2. 5/3/2012: NON-VARIABLE INSURANCE DBA - MCLENITHAN FINANCIAL - I USE FIXED PRODUCTS TO SOLVE CLIENTS FINANCIAL NEEDS- I OPERATE AS A SOLE PROPRIETORSHIP- THIS PART OF MY BUSINESS IS ROUGHLY 20% OF MY TIME AND WILL GENERATE ROUGHLY 30 TO 40 THOUSAND IN REVENUE PER YEAR. - TIME SPENT 20%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-21
• S63 Uniform Securities Agent State Law Examination
  2000-03-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant