Terri-Ann C Lindo

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

• 08/2013 → 07/2020
  Tee Lindo Enterprises Llc
  Fort Myers, FL
• 11/2013 → 09/2019
  Summit Brokerage Services
  Fort Myers, FL
• 11/2013 → 09/2019
  Summit Financial Group
  Fort Myers, FL
• 09/2019 → 07/2020
  Cetera Advisor Networks Llc
  Durham, NC
• 07/2020 → Present
  Lpl Financial Llc
  Durham, NC

Previous Registrations

• 2013-11-12 → 2020-07-23
  Summit Financial Group Inc
  Durham, NC
• 2009-04-15 → 2013-11-06
  Raymond James Financial Services Advisors, Inc
  Fort Myers, FL
  Fort Myers, FL
  Ft. Myers, FL
• 2005-05-31 → 2009-10-10
  Raymond James Financial Services, Inc.
  Ft. Myers, FL
  Fort Myers, FL
• 2002-02-01 → 2005-06-17
  Ubs Financial Services Inc.
  Ft. Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1999-10-21

Other Names

• Terriann Camille Lindo