Bryce Allen Unck

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

• 03/2014 → 11/2018
  First Allied Securities Inc.
  San Diego, CA
• 10/2014 → 11/2018
  First Allied Advisory Services, Inc
  Chesterfield, MO
• 11/2018 → Present
  Lpl Financial, Llc
  Dallas, TX

Previous Registrations

• 2014-10-21 → 2018-11-23
  First Allied Advisory Services, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
• 2014-03-11 → 2014-04-02
  First Allied Securities, Inc.
  San Diego, CA
  Baton Rouge, LA
  Plano, TX
  Dallas, TX
• 2012-07-03 → 2014-03-17
  Lpl Financial Llc
  Baton Rouge, LA
• 2008-07-18 → 2012-05-31
  Orion Portfolio Solutions, Llc
  Spring Hill, TN
  Omaha, NE

Other Businesses

1. 01/15/2018 - THE RETIRE GUYS LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED / 0%/ ALLEN, TX 2. 03/31/2014 - AMERICAN RETIREMENT SOLUTIONS LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 90%/ DALLAS, TX 3. 08/26/2019 - No business name - Investment related - At reported business location(s) - Non-Variable Insurance - start date:01/25/2019 - 10hrs/mo - 10 hrs during trading. 4. 05/12/2022 - Labor Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/12/2021 - 240 Hours Per Month/8 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-28
• S65 Uniform Investment Adviser Law Examination
  2008-07-17