Craig William Amundson

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

• 11/2001 → Present
  Linsco Private Ledger Corp
  Southport, CT

Other Businesses

1. 12/10/2015 * Political Office * NOT INV REL * Greenwich Town Hall, 101 Field Point Rd. Greenwich, CT 06830 * START 12/10/2015 * I would like to become a member of the Town of Greenwich, CT Representative Town Meeting (RTM). This is a large group of town residents whom represent their local town districts with regard to town affairs. This is an elected position, although, at the present time, there are vacancies and I would simply be appointed. This position is a volunteer position and is essentially like being a member of a town council. It may also involve serving on special committees such as Parks and Recreation, or Finance. * 5 HRS/MO. 2. 07/12/2002 - NO BUSINESS NAME * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * SALE OF HEALTH INSURANCE; ANTHEN BLUE CROSS/BLUE SHIELD & CELTIC INS

Exams

• S66 Uniform Combined State Law Examination
  1999-12-06

Other Names

• Craig W Amundson