Debra Lou Stein

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

• 09/2009 → 03/2021
  H.BEck Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Lake Mills, WI

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Rockville, MD
  Lake Mills, WI
  Rockville, MD
• 2009-09-23 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Lake Mills, WI
• 2004-12-17 → 2009-09-22
  Lpl Financial Llc
  Lake Mills, WI
  Slinger, WI

Other Businesses

1 - 05/2025 - Comprehensive Financial Planning - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-09

Other Names

• Debra Lou Lenius