Peter Gilding

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

• 11/2015 → 02/2019
  St. Johnsbury School District
  St. Johnsbury, VT
• 06/2019 → 08/2019
  Center Tower
  St. Johnsbury, VT
• 09/2019 → 05/2021
  Northern Vermont University
  Lyndonville, VT
• 03/2022 → 03/2022
  Ce Mitchell Tutoring Services
  Atlanta, GA
• 05/2021 → 03/2022
  Unemployed
  N/A, WA
• 04/2022 → 04/2024
  Raymond James Financial Services, Inc.
  Bellevue, WA
• 06/2020 → 03/2021
  Ez-Trash
  St. Johnsbury, VT
• 08/2016 → 05/2021
  Northern Vermont University
  Lyndonville, VT
• 04/2022 → Present
  Crossroads Financial Services, Llc
  Bellevue, WA
• 03/2024 → 04/2024
  Raymond James Financial Services Advisors, Inc.
  Bellevue, WA
• 04/2024 → Present
  Lpl Financial Llc
  Bellevue, WA

Previous Registrations

• 2024-03-14 → 2024-05-01
  Raymond James Financial Services Advisors, Inc
  Bellevue, WA

Other Businesses

1) 04/02/2024 - Crossroads Financial Services LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04