Terri Lynn Conger

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

• 01/2009 → 04/2023
  Bank Of America, Na
  Federal Way, WA
• 04/2023 → Present
  Lpl Financial Llc
  Edgewood, WA

Previous Registrations

• 2001-02-02 → 2023-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Federal Way, WA
  Tacoma, WA
  Tacoma, WA

Other Businesses

1) 4/2023 - CBLK LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / EDGEWOOD WA - Start date 4/12/2023 - 1 Hr per month 2) 04/20/2023 - Pacific Legacy Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 100 Hours Per Month/8 Hours During Securities Trading 3) 09/18/2023 - Conger Leavenworth Rental Properties, LLC - Real Estate Rental - Cabin - Investment Related - Leavenworth, WA - Start Date 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-23
• S63 Uniform Securities Agent State Law Examination
  1994-10-17

Other Names

• Terri Lubereski
• Terri Lynn Lubereski