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Christi M Noren

LPl Financial LLC

San Diego, CA

Columbus, OH

CRD 2675736

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-09-20
  • OH RA
    APPROVED
    Since 2024-09-20

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

1840 Zollinger Road, Columbus, OH 43221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Dublin OH 09/2011 09/2024
Ameriprise Financial Services, Llc Dublin OH 03/2020 09/2024
Lpl Financial Columbus OH 09/2024 Present
  • 09/2011 → 09/2024
    Ameriprise Financial Services, Inc.
    Dublin, OH
  • 03/2020 → 09/2024
    Ameriprise Financial Services, Llc
    Dublin, OH
  • 09/2024 → Present
    Lpl Financial
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2018-10-19
Other Names
  • Christi Mae Allred

View on SEC IAPD

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