Frank J Pizzichillo

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

• 05/2013 → 01/2020
  Brinker Capital
  Berwyn, PA
• 01/2020 → Present
  Lpl Financial Llc
  North Wales, PA

Previous Registrations

• 2013-05-14 → 2020-01-03
  Brinker Capital Inc
  Berwyn, PA
• 2012-06-05 → 2013-05-03
  Assetmark, Inc.
  Concord, CA

Other Businesses

1. 12/06/2021 - Victory Sport Technologies, LLC - Investment Related - 491 Reginald Lane, Collegeville, PA - Other-Business Owner - Start Date: 01/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Part owner in new business to manufacture ball throwing machine for tennis, pickleball.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-07-16
• S65 Uniform Investment Adviser Law Examination
  2012-06-04

Other Names

• Frank Jason Pizzichillo