Marsha Lee Gulledge

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

• 07/2013 → Present
  Central Bancompany
  Osage Beach, MO
• 01/2017 → Present
  Lpl Financial
  Osage Beach, MO

Other Businesses

1) 8/13/18- Central Investment Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 06/02/2022 - Investor Services Ins Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor - Start Date - 06/01/2022 - 5 Hours Per Month/ 1 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-28

Designations

• Certified Financial Planner

Other Names

• Marsha Lee Holtman