Janet Faye Ramsey

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

• 07/2008 → Present
  Lincoln Financial Securities Corporation
  Durham, NC

Previous Registrations

• 2001-12-31 → 2024-05-17
  Osaic Fs, Inc.
  Durham, NC
  Durham, NC
  Raleigh, NC

Other Businesses

1) 05/02/2024 - Premier Advisor Group LLC - Non-Variable Insurance - Investment Related - 1hr/mth - Durham, NC 27705 2) 05/02/2024 - Real Estate Rental - Banner Elk, NC - Investment Related - 1hr/mth - Owner : Janet Ramsey and spouse 3) 05/02/2024 - Real Estate Rental - Carolina Beach, NC - Investment Related - 1hr/mth - Owner : Janet Ramsey and spouse 4) 05/02/2024 - Real Estate Rental - Durham, NC - Investment Related - 1hr/mth - Owner : Janet Ramsey 5) 05/02/2024 - Premier Advisor Group LLC - DBA for LPL Business - Investment Related - Durham, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-24
• S63 Uniform Securities Agent State Law Examination
  1985-04-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant