Leah Marie Backus

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

• 03/2012 → 09/2020
  Centerstate Financial Svcs
  Winter Park, FL
• 09/2020 → Present
  South State Bank
  Lake Mary, FL
• 09/2020 → Present
  Lpl Financial Llc
  Lake Mary, FL

Previous Registrations

• 2012-07-02 → 2020-09-30
  Lanark Financial, Inc.
  Winter Park, FL
  Lake Mary, FL

Other Businesses

1) 3/11/2021 - SouthState Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/18/2020 - 200 Hours Per Month/8 Hours During Securities Trading. 2) 4/12/2021 â?" SouthState Investment Services â?" Investment Related â?" At Reported Business Location(s) â?" DBA for LPL Business (entity for LPL business) â?" Start Date: 5/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-06-28
• S63 Uniform Securities Agent State Law Examination
  1995-10-11

Other Names

• Leah Marie Moore
• Leah Marie Campbell