Kristy Anne Motta

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

• 05/1998 → Present
  Lpl Financial Llc
  Beaverton, OR
• 05/2015 → Present
  Consolidated Financial Management Corp.
  Beaverton, OR
• 01/2021 → 07/2024
  Golden State Wealth Management
  Hillsboro, OR

Previous Registrations

• 2021-01-19 → 2024-07-10
  Golden State Wealth Management, Llc
  Hillsboro, OR
  Powell, WY
• 2004-08-10 → 2004-09-24
  Consolidated Financial Management Corp.
  Beaverton, OR

Other Businesses

1. 6/2/2009 - Consolidated Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100% - Customized financial plans for a fixed fee. 2. 8/14/2013 - Consolidated Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 9/25/2013 - CONSOLIDATED FINANCIAL MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 25%. 4. 12/13/2019 - Consolidated Financial Management Corp. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/1982 - 160 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-09

Designations

• Certified Financial Planner

Other Names

• Kristy A Berard
• Kristy Anne Berard