Elaine Mcnair

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

• 12/1998 → 10/2019
  1St Global Capital Corp.
  Lubbock, TX
• 10/2000 → 10/2019
  1St Global Advisors, Inc.
  Lubbock, TX
• 08/2007 → 12/2020
  Avantax Insurance Services
  Lubbock, TX
• 11/2009 → 05/2020
  Fillingim, Gardiner, Green & Mcnair
  Lubbock, TX
• 10/2019 → 12/2020
  Avantax Advisory Services
  Lubbock, TX
• 10/2019 → 12/2020
  Avantax Investment Services, Inc.
  Lubbock, TX
• 05/2020 → Present
  Elaine Mcnair, C.P.A. Self Employed
  Lubbock, TX
• 01/2021 → Present
  Lpl Financial, Llc
  Lubbock, TX

Previous Registrations

• 2019-10-25 → 2020-12-31
  Avantax Advisory Services
  Irving, TX
• 2000-11-09 → 2019-10-25
  1St Global Advisors Inc
  Lubbock, TX

Other Businesses

1) 1999 - Non-Variable Insurance - WEST TEXAS WEALTHCARE ADVISORS - Investment Related - Lubbock, TX 79423 2) 2010 - DBA for LPL Business (entity for LPL business) - WEST TEXAS WEALTHCARE ADVISORS, LLC - Investment Related - Lubbock, TX 79423 3) 1985 - CPA Affiliate Program - ELAINE MCNAIR CPA, INC. - Investment Related - Lubbock, TX 79423

Exams

• S66 Uniform Combined State Law Examination
  1999-12-20

Designations

• Certified Financial Planner

Other Names

• Elaine Sherry Kidd
• Elaine Mcnair
• Sherry Elaine Mcnair