Andrew Hackney

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

Authority	Category	Status	Date
OH	RA	APPROVED	2025-05-15

OH RA
APPROVED

Since 2025-05-15

Branch Locations

1446 S Reynolds Road, Maumee, OH 43537 • 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

Organization	City	State	From	To
Cuso Financial Services, Lp	San Diego	CA	08/2023	05/2025
Directions Credit Union	Sylvania	OH	08/2023	11/2024
Directions Credit Union	Sylvania	OH	02/2016	11/2024
Lpl Financial Llc	Ontario	OH	05/2025	Present

08/2023 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
08/2023 → 11/2024

Directions Credit Union

Sylvania, OH
02/2016 → 11/2024

Directions Credit Union

Sylvania, OH
05/2025 → Present

Lpl Financial Llc

Ontario, OH

Previous Registrations

2023-11-07 → 2025-05-15

Cuso Financial Services, L.P.

Sylvania, OH

Ontario, OH

Maumee, OH

Other Businesses

1. 05/15/2025-Directions Financial Solutions- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-03

S66 Uniform Combined State Law Examination

2023-11-03

Other Names

Aj Hackney

View on SEC IAPD