Lee Daniel Dudinsky

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

• 02/1985 → 12/2019
  Keystone Property Tax Service
  Houston, TX
• 06/1986 → 12/2019
  Lee D Dudinsky/Self Employed
  Houston, TX
• 02/2009 → 12/2019
  Fsc Securities Corporation
  Houston, TX
• 12/2019 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2009-02-27 → 2019-12-17
  Fsc Securities Corporation
  Houston, TX
• 1984-01-25 → 2009-02-27
  Advantage Capital Corporation
  Houston, TX

Other Businesses

1. 12/12/2019 - KEYSTONE MUTUAL FINANCIAL SERVICES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2019. 2. 12/12/2019 - DOROTHY GRACE DUDINSKY ESTATE - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 5.31.2014 - Time Spent 1% 3. 12/27/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 12/12/2024 - 4 hours per month/ 1 hour during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-01
• S63 Uniform Securities Agent State Law Examination
  1984-01-23

Other Names

• Lee Daniel Dudinsky