Kassia Ann Cristello

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

• 01/1995 → Present
  Acordia Personal Ins Co
  Salt Lake City, UT
• 01/1993 → Present
  Kassia Cristello
  Cincinnati, OH
• 11/2012 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → 02/2018
  Invest Financial Corp.
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Fairfield, OH

Previous Registrations

• 2013-06-19 → 2018-02-14
  Invest Financial Corporation
  Fairfield, OH
  Appleton, WI

Other Businesses

1. 04/29/2019 - Tri-County Assurance Agency Inc. - Investment related - At reported business location(s) - Outside/W-2 Employment - start date:01/01/1998 - 10 hrs/mo - 5 hrs during trading - office manager 2. 06/07/2022 - SCOAPE Financial Group - Investment Related - At Reported Business Location(s) - Start Date - 10/14/2019 - 80 Hours Per Month/ 80 ours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-04-22

Other Names

• Kassia Ann Cristello Oberton
• Kassia Cristello Oberton
• Kassia Cristello