Elizabeth Mccallum Mclamb

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

• 05/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Richmond, VA
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 04/2022 → Present
  Lpl Financial Llc
  Williamsburg, VA

Previous Registrations

• 2016-05-20 → 2022-04-20
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA
• 2010-12-01 → 2016-05-17
  Davenport & Company Llc
  Richmond, VA
• 2001-05-15 → 2002-06-06
  Wells Fargo Clearing Services, Llc
  Hampton, VA

Other Businesses

1)04/27/2022 - FUTURE BENEFITS CORPORATION - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 2)04/27/2022 - Notary - State of VA - Inv Rel - At Reported Business Location(s) - Start: 12/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-29
• S63 Uniform Securities Agent State Law Examination
  1996-09-13

Other Names

• Elizabeth M Hulbert
• Elizabeth Mccallum