Andrew Todd Gilinsky

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

• 07/1987 → Present
  Clairmont, Paciello & Co., P.C.
  King Of Prussia, PA
• 12/1992 → Present
  Tanglewood Financial Services,Inc.
  King Of Prussia, PA
• 12/1992 → Present
  Cpc Financial Planning, Inc.
  King Of Prussia, PA
• 04/1997 → 12/2019
  Royal Alliance Associates, Inc.
  King Of Prussia, PA
• 12/2019 → Present
  Lpl Financial Llc
  King Of Prussia, PA

Other Businesses

1)12/9/19- CPC Financial Planning, Inc- DBA for LPL Business (entity for LPL business)- Inv. Related- King of Prussia, PA- 160hrs/mth 2)12/9/19- Pacmont Associates LLC- Real Estate Rental- owner- Inv. Related- 0hrs/mth -2% 3)12/9/19-Tanglewood Financial Services, Inc.- Business Entity For Tax/Investment Purposes Only- Inv. Related- King of Prussia, PA-160hrs/mth- 5% 4)12/6/19-Clairmont, Paciello & Co PC - Tax Prep/Accounting/CPA- Inv. Related- King of Prussia, PA- start date 12/4/1984 - 90%

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1993-09-13