Dustin Scott Witmer

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

• 08/2013 → Present
  M&T Securities
  Reston, VA
• 06/2021 → Present
  Lpl Financial Llc
  Wilkes-Barre, PA
• 06/2021 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2013-08-29 → 2021-06-09
  M&T Securities, Inc.
  Annapolis, MD
  Leesburg, VA
  Herndon, VA
  Ashburn, VA
  Sterling, VA
  Centerville, VA
  Reston, VA
  Reston, VA
  Fairfax, VA
  Manassas, VA
  Richmond, VA
  Richmond, VA
  Falls Church, VA
  Fredericksburg, VA
  Fredericksburg, VA
  Leesburg, VA
  Fairfax, VA
  Mechanicsville, VA
  Mclean, VA
  Ashland, VA
  Annandale, VA
  Glen Allen, VA
  Vienna, VA
  Alexandria, VA
  Mclean, VA
  Fairfax, VA
  Arlington, VA
  Annandale, VA
  Falls Church, VA
  Fairfax, VA
  Woodbridge, VA
  Alexandria, VA
  Falls Church, VA
  Wilkes-Barre, PA
• 2012-10-01 → 2013-08-27
  Lpl Financial Llc
  Herndon, VA
• 2010-12-08 → 2012-08-24
  Edward Jones
  Mauldin, SC
  Warrenton, VA
  St Louis, MO

Other Businesses

03/2021 FINRA Arbitrator

Exams

• S66 Uniform Combined State Law Examination
  2010-12-02

Designations

• Certified Financial Planner

Other Names

• Dustin Witmer