Niall David Bridgeman

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

• 07/2008 → Present
  Lpl Financial Llc
  Egg Harbor Twp, NJ

Previous Registrations

• 2004-06-14 → 2008-07-28
  Raymond James Financial Services, Inc.
  Reston, VA
  Reston, VA
  Arlington, VA
• 2002-06-21 → 2004-06-09
  Wells Fargo Clearing Services, Llc
  Falls Church, VA
• 2002-03-27 → 2002-06-20
  Wachovia Securities, Inc.
  Mclean, VA

Other Businesses

(1) 6/4/2008 - NON-VARIABLE INSURANCE - SALES OF FIXED ANNUITIES. - EGG HARBOR TWP, NJ. (2) 11/7/2008 - BRIDGEMAN WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (3) 09/19/2013 - BRIDGEMAN FINANCIAL GROUP - FOR ACCOUNTING PURPOSES ONLY - DBA FOR TAX PURPOSES. BRIDGEMAN FINANCIAL GROUP, LLC - NO TIME SPENT (4) 10/22/2013- NIALL BRIDGEMAN- TAX PREP / ACCOUNTING / BOOKKEEPING- I AM A QUALIFIED TAX RETURN PREPARER REGISTERED WITH THE IRS, I DO HAVE A PTIN NUMBER. I WOULD LIKE TO DO SOME TAX PREP WORK THIS COMING TAX SEASON USING MY OWN NAME AND NOT LPL AT ALL.-TIME SPENT 5%- (5) 7/31/2018 - Mainland Regional High School - Investment Related - 1301 Oak Avenue, Linwood, NJ 08221 - Other-Teaching - Started 09/04/2018 - 75 Hours Per Month/2 Hours During Securities Trading - Teach one accounting class and two Intro to Business classes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-16
• S63 Uniform Securities Agent State Law Examination
  1996-07-18