Jeannie Temple Mainland

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 02/2012 → 10/2018
  Metlife Securities Inc
  San Jose, CA
• 03/2017 → 10/2018
  Mml Investors Services, Llc
  San Jose, CA
• 10/2018 → 11/2024
  Pruco Securities, Llc
  San Jose, CA
• 10/2018 → Present
  Prudential Insurance Company Of America
  San Jose, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  San Jose, CA

Previous Registrations

• 2018-10-24 → 2024-11-14
  Pruco Securities, Llc.
  San Jose, CA
  Paso Robles, CA
• 2017-03-25 → 2018-10-11
  Mml Investors Services, Llc
  San Jose, CA
• 2012-03-27 → 2017-03-25
  Msi Financial Services, Inc.
  Walnut Creek, CA
  San Jose, CA
• 2010-10-08 → 2011-11-14
  Investment Advisors International, Inc.
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-31
• S63 Uniform Securities Agent State Law Examination
  2010-08-03

Other Names

• Jeannie Nale
• Jeannie Farinsky
• Jeannie Mainland
• Jeannie Temple Parker