Best Investors Account Sign in

Deborah Sue Lovejoy

LPl Financial LLC

Grand Island, NE

CRD 7757047

Claim This Profile
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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-08-29
  • NE RA
    APPROVED
    Since 2024-08-29

Branch Locations

410 Lexington Circle, Grand Island, NE 68803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Grand Island NE 06/2023 Present
Nebraska Christian Schools Central City NE 08/2016 05/2023
Timberlake Ranch Camp Marquette NE 05/2018 08/2018
Timberlake Ranch Camp Marquette NE 05/2017 08/2017
  • 06/2023 → Present
    Lpl Financial
    Grand Island, NE
  • 08/2016 → 05/2023
    Nebraska Christian Schools
    Central City, NE
  • 05/2018 → 08/2018
    Timberlake Ranch Camp
    Marquette, NE
  • 05/2017 → 08/2017
    Timberlake Ranch Camp
    Marquette, NE
Other Businesses

1) 04/2024 - Deborah Lovejoy / Notary / Inv. Related / Central City, NE / Start date 09/21/2023 - 1 Hrs per month - 1 % Time Spent 2) 04/2024 - Flatwater Wealth / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100 % Time Spent 3) 10/28/2024 - Flatwater Associates - Tax Prep/Accounting/CPA - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/15/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-29
  • S66 Uniform Combined State Law Examination
    2024-08-29
Other Names
  • Deborah Sue Danhauer

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Grand Island, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor