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Tina Lynn Mclaskey

LPl Financial LLC

Coralville, IA

CRD 3229548

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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
TX RA APPROVED 2023-10-09
IA RA APPROVED 2023-05-17
  • TX RA
    APPROVED
    Since 2023-10-09
  • IA RA
    APPROVED
    Since 2023-05-17

Branch Locations

2771 Oakdale Blvd Ste 1, Coralville, IA 52241 • 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
Todd Jacobson Iowa City IA 03/2003 Present
Sii Investments, Inc Iowa City IA 07/2003 Present
Lpl Financial Llc Coralville IA 02/2018 Present
  • 03/2003 → Present
    Todd Jacobson
    Iowa City, IA
  • 07/2003 → Present
    Sii Investments, Inc
    Iowa City, IA
  • 02/2018 → Present
    Coralville, IA
Other Businesses

1. 05/19/2023 - Tina McLaskey - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 02/01/2023 - 45 Hours Per Month/ 0 Hours During Securities Trading 2. 06/08/2023 - HJR Financial Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 03/03/2003 - 0 Hours Per Month/ 0 Hours During Securities Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-09-08
  • S63 Uniform Securities Agent State Law Examination
    2004-09-08
Designations
  • Certified Financial Planner
Other Names
  • Tina Lynn Ihde
  • Tina Lynn Berns

View on SEC IAPD

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