Beverly Boyd Neighbors

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

• 09/1995 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 09/1995 → Present
  Commercial Bank & Trust
  Paris, TN
• 02/2018 → Present
  Lpl Financial Llc
  Paris, TN

Previous Registrations

• 1998-07-09 → 2018-02-14
  Invest Financial Corporation
  Paris, TN
  Paris, TN
  Union City, TN
  Appleton, WI

Other Businesses

1. 6/22/2020 - CBTC Investment Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2020 - 180 Hours Per Month/7 Hours During Securities Trading. 2. 5/7/2021 - CBTC Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/1/2021 - 170 Hours Per Month/170 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-27
• S63 Uniform Securities Agent State Law Examination
  1985-03-25