Leonard Thomas Digate

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

• 01/2003 → 12/2023
  Leonard Digate Income Planning
  Prospect Heights, IL
• 08/2009 → 12/2023
  Ausdal Financial Partners, Inc.
  Prospect Heights, IL
• 12/2023 → Present
  Lpl Financial Llc
  Prospect Heights, IL

Previous Registrations

• 2014-01-16 → 2023-12-07
  Ausdal Financial Partners, Inc.
  Downers Grove, IL
  Prospect Heights, IL
• 1998-05-10 → 2003-01-06
  Walnut Street Advisers Inc
  Aurora, IL

Other Businesses

1) 11/2023 - Leonard Digate Income Planning / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 11/2023 - LEONARD T DIGATE, INSURANCE BROKER / Non-Variable Insurance / Inv. Related / Prospect Heights, IL / Start date 05/01/1972 - 10 Hrs per month - 5% Time Spent

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-13

Designations

• Chartered Financial Consultant