Kathryn Michelle Pilkinton

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

• 04/2014 → 11/2022
  Bancorpsouth Wealth Management
  Springfield, MO
• 07/2008 → 11/2022
  Bancorpsouth Bank
  Springfield, MO
• 07/2014 → 11/2022
  Infinex Investments, Inc.
  Meriden, CT
• 11/2022 → Present
  Lpl Financial Llc
  Springfield, MO
• 11/2022 → Present
  Cadence Bank
  Springfield, MO

Previous Registrations

• 2016-07-06 → 2022-11-30
  Osaic Institutions, Inc.
  Springfield, MO
  Chapel Hill, NC

Other Businesses

1) 09/23/2022 - CADENCE INVESTMENT SERVICES- DBA FOR LPL BUSINESS (ENITY FOR lpl BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2)09/23/2022 - NOTARY - INV REL STATE OF MO -START 04/14/2022

Exams

• S66 Uniform Combined State Law Examination
  2016-07-01

Other Names

• Katie M Pilkinton
• Kathryn M Still
• Katie M Still