Joseph Richard Blackner

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

• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Federal Way, WA
• 01/2010 → 09/2016
  Adolfson & Peterson Construction
  Tacoma, WA
• 09/2016 → 02/2018
  W.G. Clark Construction
  Seattle, WA
• 05/2018 → Present
  Bank Of America, N.A.
  Federal Way, WA
• 04/2023 → Present
  Lpl Financial Llc
  Federal Way, WA

Previous Registrations

• 2018-08-22 → 2023-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tacoma, WA
  Tacoma, WA

Other Businesses

1) 04/19/2023 - CBLK LLC - Business Entity For Tax/Investment Purposes Only - Receiving commissions for trades or from account fees - Non investment related - Start date: 04/12/20231 Hour per month 1 Hr during trading 2) 04/20/2023 - Pacific Legacy Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 180 Hours Per Month/8 Hours During Securities Trading 3) 06/23/2025 - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:07/01/2024 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-21

Other Names

• Joseph Blackner
• Joseph Richard Blackner