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Amara Elise Lumsey Camy

LPl Financial LLC

Coral Springs, FL

San Diego, CA

CRD 7541638

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
FL RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05
  • FL RA
    APPROVED
    Since 2026-01-05

Branch Locations

Coral Springs, FL • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc San Diego CA 10/2023 Present
Penske Truck Leasing San Diego CA 06/2023 10/2023
California Coast Credit Union San Diego CA 04/2022 05/2023
Target San Diego And Dublin CA 12/2019 04/2022
Absolute Volleyball Club Marin CA 10/2018 05/2019
Frisco Bay Volleyball Club San Francisco CA 10/2017 05/2018
Northwestern Mutual San Diego CA 06/2022 04/2023
Bishop O Dowd High School Oakland CA 08/2016 05/2019
San Diego State University San Diego CA 08/2019 05/2023
  • 10/2023 → Present
    San Diego, CA
  • 06/2023 → 10/2023
    Penske Truck Leasing
    San Diego, CA
  • 04/2022 → 05/2023
    California Coast Credit Union
    San Diego, CA
  • 12/2019 → 04/2022
    Target
    San Diego And Dublin, CA
  • 10/2018 → 05/2019
    Absolute Volleyball Club
    Marin, CA
  • 10/2017 → 05/2018
    Frisco Bay Volleyball Club
    San Francisco, CA
  • 06/2022 → 04/2023
    Northwestern Mutual
    San Diego, CA
  • 08/2016 → 05/2019
    Bishop O Dowd High School
    Oakland, CA
  • 08/2019 → 05/2023
    San Diego State University
    San Diego, CA
Other Businesses

1. 12/21/2023 - Starlings - coach/sports/fitness - Assistant Volleyball Coach - Not Investment Related - 5857 Owens Avenue, Suite 300, Carlsbad, CA 92008 - Start Date 1/24/2024 - 20 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
  • S66 Uniform Combined State Law Examination
    2024-02-16
Other Names
  • Amara Elise Lumsey

View on SEC IAPD

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