Domini Marie Allison

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

• 01/2013 → 10/2017
  Pnc Bank
  Erie, PA
• 09/2015 → 10/2017
  Pnc Funds Distributor, Llc
  Erie, PA
• 09/2015 → 10/2017
  Pnc Capital Advisors, Llc
  Erie, PA
• 10/2017 → 06/2019
  Lincoln Investment
  Fort Washington, PA
• 06/2019 → 08/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2019 → 08/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2026 → Present
  Lpl Financial
  Camp Hill, PA

Previous Registrations

• 2019-06-28 → 2026-08-22
  Cambridge Investment Research Advisors, Inc.
  Camp Hill, PA
  Camp Hill, PA
  Camp Hill, PA
  Erie, PA
• 2017-10-23 → 2019-07-02
  Lincoln Investment
  Erie, PA
  Fort Washington, PA
• 2017-10-23 → 2019-07-02
  Capital Analysts
  Erie, PA
• 2015-09-10 → 2017-10-31
  Pnc Capital Advisors Llc
  Erie, PA
• 2013-02-12 → 2013-09-18
  Pnc Wealth Management Llc
  Erie, PA
  Fort Wayne, IN
  Erie, PA
• 2010-09-27 → 2012-12-14
  Usaa Financial Planning Services
  Tampa, FL

Other Businesses

1. 08/2026 - Domini Allison - Non-Variable Insurance - Investment related - Camp Hill PA 17011 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 06/28/2019 2. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 060 Hrs During Trading - OBA start date: 8/18/2026

Exams

• S66 Uniform Combined State Law Examination
  2010-08-24