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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-22 |
| CO | RA | APPROVED | 1999-01-01 |
| CA | RA | APPROVED | 1997-12-31 |
Branch Locations
1 World Trade Center 8Th Floor, Long Beach, CA 90831 • United States
390 Interlocken Cres Ste 350, Broomfield, CO 80021 • United States
1 World Trade Center 8Th Floor, Long Beach, CA 90831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 1999-01-01 |
| CA | RA | APPROVED | 1997-08-08 |
Branch Locations
1 World Trade Center 8Th Floor, Long Beach, CA 90831 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Long Beach | CA | 06/1991 | Present |
| Linda A. Walker,Cfp (Ria) | Boulder | CO | 08/1996 | Present |
1. 12/18/07 - LINDA ANN WALKER, CFP / RIA / 20% TIME SPENT. 2. 12/20/2007- REAL ESTATE RENTAL- 1% TIME SPENT- LONG BEACH, CA 3. 01/27/2009-NON-VARIABLE INSURANCE-RECEIVE SOME COMPENSATION FOR LONG TERM CARE INS.(SOMETIMES COMBINED WITH A FIXED ANNUITY) WHEN DOUG BURG WORKS WITH SOME OF MY CLIENTS; HE IS APPROVED BY LPL AS A LONG TERM CARE PERSON-TIME SPENT 1%. 4. 8/28/2013: DBA ONLY - LINDA A. WALKER, CFP - LONG BEACH, CA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-14 |
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