J Craig Mcilroy

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

• 06/1998 → 08/2024
  Lincoln Financial Advisors Corporation
  Denver, CO
• 08/2024 → Present
  Lpl Financial Llc
  Highlands Ranch, CO

Previous Registrations

• 1999-09-07 → 2024-08-06
  Osaic Fa, Inc.
  Denver, CO
  Denver, CO

Other Businesses

1) 07/16/2024-The McIlroy Financial Group-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 07/08/2024-160hrs/mth 2) 07/16/2024-McScotch, LLC-Business Entity For Tax/Investment Purposes Only-Not Inv Related-At Denver, CO-Start date 07/25/2014-28hrs/mth 3)07/16/2024-One Resource Group-Non-Variable Insurance-Inv Related-At Denver, CO-Start date 08/01/2024-28hrs/mth 4)07/16/2024-Gladstone Wealth Partners-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 07/08/2024-160hrs/mth

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-12-23

Designations

• Certified Financial Planner

Other Names

• J Craig Mcilroy