Betsy Wilde

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
CA	RA	APPROVED	2025-06-05

CA RA
APPROVED

Since 2025-06-05

Branch Locations

Temple City, CA • 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
Betsy Wilde, Ea	Arcadia	CA	06/1991	Present
Western International Securities, Inc.	Pasadena	CA	12/2013	06/2025
Lpl Financial Llc	Pasadena	CA	06/2025	Present

06/1991 → Present

Betsy Wilde, Ea

Arcadia, CA
12/2013 → 06/2025

Western International Securities, Inc.

Pasadena, CA
06/2025 → Present

Lpl Financial Llc

Pasadena, CA

Previous Registrations

2022-01-04 → 2025-06-05

Western International Securities, Inc.

Ventura, CA

Arcadia, CA

Arcadia, CA

Santa Rosa, CA

Pasadena, CA

Crystal Bay, NV

Other Businesses

1- 06/2025 - Betsy Wilde - Tax Prep/Accounting/CPA - Investment Related - Home Based - Start Date 10/13/1992 - 185 hours per month/ during trading 2- 06/2025 - Betsy Wilde - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/21/1984 - 185 hours per month/ during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-04-30

S63 Uniform Securities Agent State Law Examination

2013-04-30

Designations

Certified Financial Planner

Other Names

Betsy Nan Wilde
Betsy Hawkins
Betsy N. Wilde
Betsy Nan Hawkins Wilde

View on SEC IAPD