Amanda Christine Paliska

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

• 05/2017 → 09/2018
  Triad Advisors
  Westlake, OH
• 12/2014 → 04/2017
  Abercrombie And Fitch
  Strongsville, OH
• 10/2018 → 08/2023
  Fidelity Brokerage Services Llc
  Westlake, OH
• 09/2023 → 04/2024
  Prosperity Capital Advisors Dba C2P Capital Advisory Group Llc
  Westlake, OH
• 09/2023 → 04/2024
  The Jl Smith Group (D.b.a. For Advisory Business)
  Avon, OH
• 07/2024 → 10/2024
  Peak Retirement Planning, Inc.
  Columbus, OH
• 05/2025 → Present
  Lpl Financial Llc
  Chevy Chase, MD
• 10/2024 → 05/2025
  Unemployed
  North Olmsted, OH

Previous Registrations

• 2024-08-07 → 2024-10-07
  Peak Retirement Planning, Inc.
  Columbus, OH
• 2023-09-21 → 2024-04-29
  Prosperity Capital Advisors
  Avon, OH
  Westlake, OH
• 2018-11-15 → 2023-09-07
  Fidelity Personal And Workplace Advisors
  Westlake, OH
• 2018-01-09 → 2018-09-24
  Osaic Advisory Services, Llc
  Rocky River, OH
  Atlanta, GA

Other Businesses

1) 05/2025 - CAPITAL FINANCIAL PLANNERS / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% Time Spent 2) 05/2025 - Notary / Inv Related / North Olmsted, OH 44070 / Start date 01/24/2019 - 1 hrs per month - 1% time spent

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04

Designations

• Certified Financial Planner

Other Names

• Amanda Christine Paliska
• Amanda Paliska