Erin Mae Juley Dahlenburg

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

• 01/2017 → 03/2020
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 08/2018 → 03/2020
  Mml Investors Services, Llc
  Springfield, MA
• 06/2016 → 09/2016
  Aces
  Irvine, CA
• 09/2016 → 12/2016
  The Advisoryone Group
  Chicago, IL
• 03/2020 → Present
  Lpl Financial, Llc
  Pismo Beach, CA

Previous Registrations

• 2019-05-22 → 2020-03-12
  Mml Investors Services, Llc
  Chicago, IL
  Newport Beach, CA
  Chicago, IL

Other Businesses

1. 3/11/2020 - Dream in Gold, Inc. - Not Investment Related - 2892 N. Bellflower Blvd #482, Long Beach, CA 90815 - Other - Started 07/22/2019 - 18 Hours Per Month - Part time Volleyball Coach. 2. 7/12/2021 - The AdvisoryOne Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/11/2020 - 160 Hours Per Month During Securities Trading. 3. 01/25/2024 - Nipomo High School - Non-Inv Related - Nipomo, CA - Other - High School Coaching - Started: 1/29/2024 - 24 Hrs/mo; 0 hrs During Trading 4. 07/01/2024 - Del Pilar Leadership Academy - Speaking Engagement - Guest Speaker - Investment Related - San Luis Obispo High School - Start Date 08/01/2024 - 16 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-04-26

Other Names

• Erin Juley
• Erin Mae Juley