Preston L Dimarco

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

• 05/2024 → 08/2024
  Ohio Investment Partners
  Fairview Park, OH
• 05/2023 → 08/2023
  Ohio Investment Partners
  Fairview Park, OH
• 05/2022 → 08/2022
  American Income Life
  Medina, OH
• 08/2014 → 05/2022
  Buckeye Local Schools
  Medina, OH
• 08/2023 → 05/2024
  Ashland University
  Ashland, OH
• 08/2022 → 05/2023
  Ashland University
  Ashland, OH
• 08/2024 → Present
  Ashland University
  Ashland, OH
• 01/2025 → Present
  Lpl Financial Llc
  Fairview Park, OH

Other Businesses

1- 12/2024 / Ohio Investment Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / 4379 W. 219th St Fairview Park, OH 44126 2- 12/2024 / Wrestling Referee / Outside/W-2 Employment / Not Investment Related / 24 hrs mth / 8 hrs during trading / Medina, OH / Start date: 12/07/2024/ Various Middle/High Schools in Ohio

Exams

• S66 Uniform Combined State Law Examination
  2025-06-16

Other Names

• Preston Dimarco
• Preston L Dimarco
• Preston Lee Dimarco