Linda Kay French

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

• 09/2010 → 03/2022
  Navy Federal Brokerage Services
  Vienna, VA
• 09/2010 → 03/2022
  Navy Federal Financial Group, Llc
  Vienna, VA
• 01/2017 → 03/2022
  Navy Federal Brokerage Services, Llc
  Vienna, VA
• 03/2022 → Present
  Lpl Financial Llc
  Reston, VA

Previous Registrations

• 2017-01-04 → 2022-03-01
  Navy Federal Investment Services, Llc
  Vienna, VA
• 2010-10-18 → 2017-01-04
  Navy Federal Asset Management, Llc
  Vienna, VA
• 2000-01-10 → 2009-08-19
  Ameriprise Financial Services, Llc
  Vienna, VA

Other Businesses

1)02/14/2022 - Real Estate Rental - Owner, Inv Rel - DelRay Beach, FL - Start: 02/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-19
• S63 Uniform Securities Agent State Law Examination
  1999-04-27

Other Names

• Linda Smith
• Linda Kay Heisler
• Linda Kay Scherz