Paul David Tearson

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

• 11/2014 → 09/2019
  Nylife Securities Llc
  Austin, TX
• 06/2014 → 09/2019
  New York Life
  Austin, TX
• 08/2018 → 09/2019
  Eagle Strategies Llc
  Austin, TX
• 09/2019 → 02/2023
  Massmutual Life Insurance Company
  Austin, TX
• 09/2019 → 02/2023
  Mml Investors Services, Llc
  Austin, TX
• 02/2023 → Present
  Lpl Financial Llc
  Austin, TX

Previous Registrations

• 2019-10-07 → 2023-03-02
  Mml Investors Services, Llc
  Austin, TX
• 2018-08-29 → 2019-09-20
  Eagle Strategies Llc
  Austin, TX

Other Businesses

1) 1/27/2023- Modern Wealth Strategies- DBA for LPL Business (entity for LPL business)- inv. related- Austin, TX 2) 12/18/2025-Paul Tearson-Financial Advisor-Non-Variable Insurance-Inv Related-At Austin, TX-Start date 08/15/2019-3hrs/mth-3hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-08
• S63 Uniform Securities Agent State Law Examination
  2015-05-23

Other Names

• Paul David Tearson
• Paul David Tearson
• Paul Tearson