Lisa Marie Hite

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
MI	RA	APPROVED	2024-08-19

MI RA
APPROVED

Since 2024-08-19

Branch Locations

47463 Michigan Ave, Canton, MI 48188 • United States

15251 Middlebelt Rd, Livonia, MI 48154 • United States

400 E Main St, Northville, MI 48167 • United States

6355 N Canton Ctr, Canton, MI 48187 • 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
Community Financial Credit Union	Livonia	MI	11/2001	Present
Lpl Financial	Livonia	MI	03/2024	Present

11/2001 → Present

Community Financial Credit Union

Livonia, MI
03/2024 → Present

Lpl Financial

Livonia, MI

Other Businesses

1) 1/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community Financial Investment & Insurance - Inv. Related - At Reported Business Location(s) 2) 03/27/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name orsa wealth management - Investment Related - At Reported Business Location(s) - Start Date 03/20/2026 - 160 hours per month/ 130 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-14

S66 Uniform Combined State Law Examination

2024-08-14

Other Names

Lisa Hite
Lisa Marie Sandoval
Lisa Marie Sullivan

View on SEC IAPD