Selena Lynne Richardson

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

• 06/2017 → Present
  Cuna Brokerage Services, Inc
  Waverly, IA
• 06/2017 → Present
  Cuna Mutual Group
  Waverly, IA
• 05/2016 → 06/2017
  Kestra Financial
  Austin, TX
• 05/2022 → Present
  Lpl Financial Llc
  Brandon, MS

Previous Registrations

• 2017-06-23 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Brandon, MS
• 2016-05-27 → 2017-06-20
  Kestra Advisory Services, Llc
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-02
• S63 Uniform Securities Agent State Law Examination
  1995-05-26

Other Names

• Selena Lynne Thompson
• Selena Lynne Bell