Amy Teel

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

• 03/2018 → 10/2018
  Unemployed
  Davenport, FL
• 10/2018 → 11/2020
  Raymond James And Associates, Inc.
  Orlando, FL
• 12/2020 → 02/2024
  Ameriprise Financial Services, Llc
  Richland, FL
• 10/2024 → 02/2025
  Morgan Stanley
  Champions Gate, FL
• 02/2024 → 10/2024
  Unemployed
  Davenport, FL
• 03/2025 → Present
  Lpl Financial Llc
  Kennewick, WA
• 03/2015 → 03/2018
  Bank Of America, N.A.
  Carlsbad, CA
• 03/2015 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA

Previous Registrations

• 2024-11-07 → 2025-03-13
  Morgan Stanley
  Champions Gate, FL
• 2021-01-05 → 2024-02-26
  Ameriprise Financial Services, Llc
  Kennewick, WA
• 2018-10-17 → 2020-12-23
  Raymond James & Associates, Inc.
  Orlando, FL
• 2015-03-16 → 2018-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA
  San Diego, CA
  Carlsbad, CA
• 2014-07-16 → 2015-01-20
  Edward Jones
  St Louis, MO
  Peoria, AZ
  Peoria, AZ
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-07-03

Other Names

• Amy Teel
• Amy Therese Teel
• Amy T Teel