David Owen Livingston

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

• 10/2022 → Present
  Lpl Financial Llc
  Salisbury, MD
• 05/2017 → 08/2022
  Truist Bank
  Timonium, MD
• 05/2011 → 05/2017
  Sam's Club
  Owings Mills, MD

Other Businesses

1)10/02/2022 - Livingston Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s 2)10/02/2022 - Notary - Inv Rel - State of MD - Start: 02/2019

Exams

• S66 Uniform Combined State Law Examination
  2022-12-23

Other Names

• David Owen Livingston
• David O Livingston