Teuta Morina

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

• 11/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Corte Madera, CA
• 11/2016 → 05/2020
  Wells Fargo Clearing Services, Llc
  Corte Madera, CA
• 05/2020 → Present
  Lpl Financial, Llc
  Larkspur, CA

Previous Registrations

• 2015-11-16 → 2020-05-05
  Wells Fargo Clearing Services, Llc
  Corte Madera, CA
  Mill Valley, CA
  Novato, CA
  San Rafael, CA
  Greenbrae, CA
  Point Reyes Station, CA
  Point Reyes Station, CA
• 2014-07-17 → 2015-11-30
  U.S. Bancorp Advisors, Llc
  San Rafael, CA
  Sonoma, CA
  San Rafael, CA
  San Francisco, CA
  San Francisco, CA
  Sonoma, CA
  San Francisco, CA
  San Rafael, CA
  San Francisco, CA
  Kentfield, CA
  San Anselmo, CA
  Mill Valley, CA
  Mill Valley, CA
  Tiburon, CA
  Corte Madera, CA
  Daly City, CA
• 2011-07-22 → 2013-04-18
  Wells Fargo Clearing Services, Llc
  Santa Rosa, CA
  Petaluma, CA
  Petaluma, CA
• 2011-06-20 → 2011-07-12
  Chase Investment Services Corp.
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ
  Tucson, AZ

Other Businesses

1. 11/01/2015 - EURO MUSHROOMS/ OTHER BUSINESS - IMPORT-EXPORT/ NOT INVESTMENT RELATED/ 10%/ TIBURON, CA 2. 09/01/2015 - RENTAL PROPERTY/ RENTAL PROPERTY/ INVESTMENT RELATED/ 1%/ 16801 94TH ST SCOTTSDALE, AZ 85260-1508; 6318 VUELTA TAJO, TUCSON, AZ 85718-2236 3. 05/01/2020 - TIBURON WEALTH ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 90%/ LARKSPUR, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-25
• S63 Uniform Securities Agent State Law Examination
  2009-06-22

Other Names

• Teuta Bejta