Charles Lanyond Seibold

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-06-24

NJ RA
APPROVED

Since 2024-06-24

Branch Locations

Medford, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance Associates	Medford	NJ	11/2006	06/2024
Lpl Financial Llc	Medford	NJ	06/2024	Present

11/2006 → 06/2024

Royal Alliance Associates

Medford, NJ
06/2024 → Present

Lpl Financial Llc

Medford, NJ

Previous Registrations

2020-01-22 → 2024-07-09

Osaic Wealth, Inc.

Medford, NJ

Scottsdale, AZ
2004-10-06 → 2019-05-08

Investment Advisors Asset Management, Llc

Medford, NJ

Other Businesses

1) 06/18/2024 - Seibold Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 5 Hours per month. 2) 06/18/2024 - Seibold Financial Services - Non-Variable Insurance - Offers: Life, Health, Disability, Long Term Care, Fixed Annuities - NJ 08055 - Investment related - 5 Hours per month - Start date: 11/01/1976.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-05-21

S63 Uniform Securities Agent State Law Examination

2004-05-21

Designations

Chartered Financial Consultant

View on SEC IAPD