Allie Margaret Winchester

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

• 10/2022 → Present
  U-Vest Financial
  St. Petersburg, FL
• 03/2018 → 09/2022
  Lpl Financial
  Oldsmar, FL
• 07/2017 → 02/2018
  Dicks Sporting Goods
  Clearwater, FL
• 05/2015 → 06/2017
  Ymca Of The Suncoast
  Palm Harbor, FL
• 08/2013 → 06/2017
  East Lake High School
  Tarpon Springs, FL
• 12/2022 → Present
  Lpl Financial Llc
  St Petersburg, FL

Other Businesses

1) 12/01/2022 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2). 04/03/2025 - AB Hauling - Not Investment related - Outside/W-2 Employment - Home Based - Start date: 05/01/2025 - 8 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-10
• S63 Uniform Securities Agent State Law Examination
  2023-09-22

Other Names

• Allie Margaret Sanders Sylvester
• Allie Margaret Sanders Winchester