Lara Candice Wilkerson

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

• 05/2014 → 10/2018
  Ameriprise Financial Services, Inc.
  Hot Springs, AR
• 10/2018 → Present
  Lpl Financial, Llc
  Hot Springs, AR

Previous Registrations

• 2014-05-30 → 2018-10-05
  Ameriprise Financial Services, Llc
  Hot Springs, AR
• 2010-09-27 → 2014-06-05
  Edward Jones
  St Louis, MO
  Crossett, AR

Other Businesses

1)10/3/18- Aspire Wealth Builders- DBA for LPL Business (entity for LPL business)- Inv. Related- Hot Springs, AR - 100% 2)10/3/18-Act in a Fiduciary Capacity- Guardian- Inv. Related- Hot Springs, AR - start date 11/16/15- 5hrs/mth- 70%. 3) 3/31/2020 - ASA Group - Investment Related - At Reported Business Location(s) - Insurance Agency - 4 Hours Per Month During Securities Trading. 4) 12/23/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 01/02/2006 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-23

Other Names

• Lara Candice Carpenter
• Lara Candice Comans
• Lara Candice Balsara
• Lara Wiltfong
• Lara Candice Wiltfong
• Lara Candice Wilkerson
• Lara Candice Wilkerson Durham