Lindsay Michelle Turchetta

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2021-07-21
FL	RA	APPROVED	2021-07-21
GA	RA	APPROVED	2021-07-21
ID	RA	APPROVED	2021-07-21
IL	RA	APPROVED	2021-07-21
IN	RA	APPROVED	2021-07-21
MD	RA	APPROVED	2021-07-21
MI	RA	APPROVED	2021-07-21
NC	RA	APPROVED	2021-07-21
OH	RA	APPROVED	2021-07-21
PA	RA	APPROVED	2021-07-21
SC	RA	APPROVED	2021-07-21
TX	RA	APPROVED	2021-07-21
UT	RA	APPROVED	2021-07-21
VA	RA	APPROVED	2021-07-21
WA	RA	APPROVED	2021-07-21

CA RA
APPROVED

Since 2021-07-21
FL RA
APPROVED

Since 2021-07-21
GA RA
APPROVED

Since 2021-07-21
ID RA
APPROVED

Since 2021-07-21
IL RA
APPROVED

Since 2021-07-21
IN RA
APPROVED

Since 2021-07-21
MD RA
APPROVED

Since 2021-07-21
MI RA
APPROVED

Since 2021-07-21
NC RA
APPROVED

Since 2021-07-21
OH RA
APPROVED

Since 2021-07-21
PA RA
APPROVED

Since 2021-07-21
SC RA
APPROVED

Since 2021-07-21
TX RA
APPROVED

Since 2021-07-21
UT RA
APPROVED

Since 2021-07-21
VA RA
APPROVED

Since 2021-07-21
WA RA
APPROVED

Since 2021-07-21

Branch Locations

4520 Old William Penn Hwy Suite 100, Murrysville, PA 15668 • United States

Greensburg, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc.	Greensburg	PA	06/2006	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Greensburg	PA	07/2006	07/2021
Lindsay Turchetta	Greensburg	PA	04/2008	Present
Lindsay M Turchetta, Llc	Greensburg	PA	06/2012	Present
Ymca Of Greensburg	Greensburg	PA	09/2013	10/2019
Bni Western Pa	Mcmurray	PA	10/2013	Present
United Way	Greensburg	PA	10/2013	06/2020
Gbu Financial	Greensburg	PA	08/2016	Present
National Slovak Society	Greensburg	PA	08/2016	Present
Ywca Of Westmoreland County	Greensburg	PA	10/2013	Present
Lindsay Turchetta Awma Inc	Greensburg	PA	08/2017	Present
National Catholic Slovak Ladies Association	Greensburg	PA	05/2019	Present
Lpl Financial Llc	Greensburg	PA	07/2021	Present

06/2006 → 07/2021

Waddell & Reed, Inc.

Greensburg, PA
07/2006 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Greensburg, PA
04/2008 → Present

Lindsay Turchetta

Greensburg, PA
06/2012 → Present

Lindsay M Turchetta, Llc

Greensburg, PA
09/2013 → 10/2019

Ymca Of Greensburg

Greensburg, PA
10/2013 → Present

Bni Western Pa

Mcmurray, PA
10/2013 → 06/2020

United Way

Greensburg, PA
08/2016 → Present

Gbu Financial

Greensburg, PA
08/2016 → Present

National Slovak Society

Greensburg, PA
10/2013 → Present

Ywca Of Westmoreland County

Greensburg, PA
08/2017 → Present

Lindsay Turchetta Awma Inc

Greensburg, PA
05/2019 → Present

National Catholic Slovak Ladies Association

Greensburg, PA
07/2021 → Present

Lpl Financial Llc

Greensburg, PA

Previous Registrations

2014-01-07 → 2021-07-21

Waddell & Reed

Hamden, CT

Greensburg, PA

Pittsburgh, PA

Other Businesses

1) 2/2018 - Iron Belt Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 70HR / MO / 607 BALTZER MEYER PIKE, GREENSBURG, PA 15601 2) 9/2018 - GBU Financial / Non-Variable Insurance / Investment Related / 5 HR / MO / 607 BALTZER MEYER PIKE, GREENSBURG, PA 15601 3) 5/2008 - Lindsay M Turchetta, LLC / Real Estate Rental / Investment Related / 1HR/MO / 1% / 2HR During Trading / 607 BALTZER MEYER PIKE, GREENSBURG, PA 15601 4) 6/2019 - LINDSAY TURCHETTA AWMA INC / Business Entity For Tax/Investment Purposes Only / Investment Related / 2HR / MO / 2% / 2 HR D /607 BALTZER MEYER PIKE, GREENSBURG, PA 15601 5) 08/2016 - National Catholic Slovak Ladies Association / Investment Related / 5HR / MO / 5% / 5 HR During Trading / 5 % / Investment Related / 607 BALTZER MEYER PIKE, Greensburg, PA 15601 6) 12/2/2021 - First Catholic Slovak Union - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/16/2021 -10 Hours Per Month/1 Hours During Securities Trading. 7)06/28/2022 - Crump Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 06/06/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 8) 09/20/2022 - National Slovak Society -Investment Related - 351 Valley Brook Rd, McMurray, PA 15317 - Non-Variable Insurance - Agent - Start Date - 08/30/2021 - 5 Hours Per Month/5 Hours During Securities Trading 9) 04/10/2025 - LINDSAY TURCHETTA AWMA, INC. dba Iron Belt Investments - Investment Related - DBA for LPL Business (entity for LPL business) - MURRYSVILLE, PA 15668 - Start Date: 05/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-20
S63	Uniform Securities Agent State Law Examination	2006-06-13

S65 Uniform Investment Adviser Law Examination

2013-12-20
S63 Uniform Securities Agent State Law Examination

2006-06-13

Other Names

Lindsay Turchetta

View on SEC IAPD