Margreit Rm Mcinnis

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

• 02/2009 → 09/2021
  Vincent Chionchio
  Commack, NY
• 02/2009 → 09/2021
  Kristin Chionchio
  Commack, NY
• 02/2009 → 09/2021
  Lillian Van Wagner
  Commack, NY
• 02/2023 → 04/2023
  Transamerica Financial Advisors, Inc
  Port Jefferson Sta, NY
• 03/2023 → 01/2024
  World Financial Group, Inc.
  Port Jefferson Sta, NY
• 09/2021 → 03/2023
  Equity First Consultants
  Mount Sinai, NY
• 02/2008 → 11/2021
  Northwestern Mutual
  Melville, NY
• 02/2020 → Present
  100% Owner, Author Novels Amp; Ebooks On Creative Writing
  Levittown, NY
• 04/2016 → Present
  Author Freelance Writer
  Levittown, NY
• 05/2023 → 07/2023
  Hart Agency
  Melville, NY
• 01/2024 → Present
  Lpl Financial
  Hauppauge, NY
• 01/2024 → Present
  Tilton Financial Planning
  Hauppauge, NY
• 07/2023 → Present
  My Secure Advantage
  Roseville, CA

Previous Registrations

• 2023-07-24 → 2023-07-28
  Transamerica Financial Advisors, Llc
  Port Jefferson Station, NY
• 2006-10-03 → 2008-09-19
  Ameriprise Financial Services, Llc
  Massapegua, NY
  Jericho, NY
  Rockville Centre, NY

Other Businesses

1)11/22/2023 - Tilton Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/22/2023 - My Secure Advantage - financial coaching and education - Non-Inv Rel l- Roseville, CA - Start: 07/2023 - 40 Hr/Mth 3)11/22/2023 - Author Freelance Writer - Non-Inv Rel - Levittown, NY - Start: 01/2016 - 15 Hr/Mth 4)11/22/2023 - Margreit Maitland -Author - Non-Inv Rel - Levittown, NY - Start: 05/2019 - 30 Hr/Mth 5) 03/06/2024 - Crump - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/8/2024 - 2 Hrs/Mo; 0 Hr During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-24
• S63 Uniform Securities Agent State Law Examination
  1998-12-28

Other Names

• Margreit Jupp
• Jupp
• Mcinnis
• Margreit Maitland
• Margreit Rm Jupp
• Margreit Ruth Maitland Mc Innis