Lexi Taylor Salas

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

• 01/2023 → Present
  South Star Wealth Management
  Victoria, TX
• 01/2023 → 09/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2015 → 05/2019
  Victoria West High School
  Victoria, TX
• 05/2019 → 08/2019
  Unemployed
  Victoria, TX
• 08/2019 → 12/2022
  Texas Lutheran University
  Seguin, TX
• 08/2018 → 05/2019
  Ymca Of Victoria
  Victoria, TX
• 05/2020 → 08/2020
  South Star Wealth Management
  Victoria, TX
• 08/2021 → 10/2021
  Vertue Inc
  Seguin, TX
• 12/2021 → 04/2022
  Texas Lutheran University - Pathway Guides
  Seguin, TX
• 12/2021 → 04/2022
  Bulverde Volleyball
  Bulverde, TX
• 01/2022 → 04/2022
  Triton Cleaning Services
  San Antonio, TX
• 12/2022 → 04/2023
  Texas Vision Volleyball
  Port Lavaca, TX
• 09/2023 → Present
  Lpl Financial
  Victoria, TX

Other Businesses

1)03/26/2024 - Notary - State of TX - Inv Rel - Start: 03/20/2024 2)03/26/2024 - South Star Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/01/2023 - 80 Hr/Mth 8 hrs during Trading 3) 09/22/2025- Soutthern Swing Volleyball- Other - Volleyball Coach- Not INV Related- At Victoria, Texas- Start date 09/30/2025- 14 Hours Per Month 0hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2025-04-29

Other Names

• Lexi Taylor Morris