Christina Barbante

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

• 06/2016 → 07/2018
  Capital One Investing, Llc
  Seattle, WA
• 07/2018 → 01/2024
  Woodbury Financial Services, Inc.
  Rocky Point, NY
• 01/2024 → 08/2026
  Osaic Wealth, Inc.
  Bohemia, NY
• 08/2026 → Present
  Lpl Financial
  Bohemia, NY

Previous Registrations

• 2024-01-19 → 2026-08-19
  Osaic Wealth, Inc.
  Blue Point, NY
  Bohemia, NY
• 2018-07-11 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bohemia, NY
• 2016-07-12 → 2018-07-11
  Capital One Advisors, Llc
  Manorville, NY
  Manorville, NY
  Mclean, VA
• 2014-10-16 → 2016-06-28
  Lpl Financial Llc
  Wading River, NY
  Rocky Point, NY
  Huntington, NY
  Rocky Point, NY

Other Businesses

1. 08/2026 - Personalized Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/17/2026 2. 08/2026 - Christina Barbante - Author - Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Bohemia, NY, 11716 – OBA Start Date: 07/13/2026

Exams

• S66 Uniform Combined State Law Examination
  2014-10-14

Other Names

• Christina Heinssen