Kaitlyn Alexander Gallant

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

• 01/2006 → 04/2024
  Rizzetta & Company
  Tampa, FL
• 02/2023 → Present
  Greenstone Financial Group Llc
  New Port Richey, FL
• 05/2023 → 07/2025
  Next Financial Group, Inc.
  New Port Richey, FL
• 07/2025 → Present
  Lpl Financial Llc
  New Port Richey, FL

Previous Registrations

• 2023-10-06 → 2025-07-10
  Next Financial Group, Inc.
  Houston, TX
  Salisbury, MA
  Dover, FL
  New Port Richey, FL
  Houston, TX

Other Businesses

1. 07/10/2025-Greenstone Financial Group, LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/2023- 160 Hours Per Month- 140 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2023-09-28