Theresa Susan Dutridge

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

• 01/2018 → 05/2019
  Edward Jones
  St Louis, MO
• 08/2009 → 01/2018
  Verizon Wireless
  Toledo, OH
• 01/2018 → 04/2019
  Edward Jones
  Toledo, OH
• 05/2019 → 06/2022
  Fifth Third Bank
  Lambertville, MI
• 08/2009 → 01/2018
  Verizon
  Toledo, OH
• 12/2020 → 06/2022
  Fifth Third Securities
  Toledo, OH
• 06/2022 → 08/2023
  Royal Alliance Associates, Inc.
  Maumee, OH
• 08/2023 → 03/2026
  Osaic Wealth, Inc
  Maumee, OH
• 06/2026 → Present
  Lpl Financial Llc
  Fort Mill, SC

Previous Registrations

• 2022-06-24 → 2026-03-31
  Osaic Wealth, Inc.
  Maumee, OH
• 2022-03-09 → 2022-06-27
  Fifth Third Securities, Inc.
  Lambertville, MI
• 2018-03-19 → 2019-05-18
  Edward Jones
  Toledo, OH
  St Louis, MO
  Toledo, OH
  Toledo, OH

Other Businesses

1: 06/2026 - Theresa Dutridge - Notary - Not Inv Related - 0 Hour/Month - 0 Hour During Trading - Waterville, OH - OBA Start Date: 01/01/2022.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-09

Other Names

• Theresa Susan Reichert
• Theresa Susan Ritter
• Theresa Susan Reichert
• Theresa Ritter
• Theresa S Ritter
• Theresa S Dutridge