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Crystal Beineke

LPl Financial LLC

Edmonds, WA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-25
WA RA APPROVED 2025-03-25
  • TX RA
    APPROVED
    Since 2025-03-25
  • WA RA
    APPROVED
    Since 2025-03-25

Branch Locations

144 Railroad Ave Ste 301, Edmonds, WA 98020 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Edmonds WA 03/2014 Present
Householder Group Estate & Retirement Specialists Edmonds WA 08/2015 10/2016
Financial Advocates Investment Management (Faim) Edmonds WA 12/2016 03/2025
  • 03/2014 → Present
    Edmonds, WA
  • 08/2015 → 10/2016
    Householder Group Estate & Retirement Specialists
    Edmonds, WA
  • 12/2016 → 03/2025
    Financial Advocates Investment Management (Faim)
    Edmonds, WA
Previous Registrations
  • 2016-12-15 → 2025-04-28
    Financial Advocates Investment Management
    Edmonds, WA
    Olympia, WA
  • 2015-09-23 → 2016-12-09
    Householder Group Estate & Retirement Specialists
    Seattle, WA
Other Businesses

1. 11/22/2016: Olympic Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 10/31/2016 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 12/7/2016: Financial Advocates Investment Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 11/16/2016 - 80 Hours Per Month During Securities Trading - I provide administrative support to Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 11/16, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 12/7/2016: Financial Advocates Investment Management (FAIM) - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/16/2016 - 80 Hours Per Month During Securities Trading - I provide administrative support to Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 11/16, 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/8/2016: FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - DBA: (Hybrid) Olympic Investment Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/16/2016 - 80 Hours Per Month During Securities Trading - I provide administrative support to Olympic Investment Group, an independent investment advisor firm. I started this business activity in 11/16//2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 07/31/2017-No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary - 05/01/2017- 1 Hour Per Month During Securities Trading. 6. 03/2/2022 - Crystal M Beineke LLC - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 11/01/2021 - 160 Hours Per month/80 Hours During Securities Time Spent 60%. 7. 03/28/2022 - Crump Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 03/08/22 - 2 Hours Per month/0 Hours During Securities Time Spent 60%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-23
  • S66 Uniform Combined State Law Examination
    2015-07-23
Designations

View on SEC IAPD

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