Barry Lynn Streeter

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

• 07/1997 → 07/2021
  Waddell & Reed, Inc.
  Seal Beach, CA
• 07/1997 → 07/2021
  Various Insurance Carriers
  Irvine, CA
• 07/2021 → Present
  Lpl Financial Llc
  Seal Beach, CA

Previous Registrations

• 1997-07-08 → 2021-07-21
  Waddell & Reed
  Irvine, CA
  Costa Mesa, CA
  Irvine, CA
  Las Vegas, NV
  Irvine, CA
  Seal Beach, CA

Other Businesses

1) 8/14/2018- TDK Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- Seal Beach CA 2) 08/10/2023 - WAVELENGTH INSURANCE CONSULTING, INC. - Investment Related - At Reportable Business Location - Insurance Agent - Start Date 08/01/2023 - 3 Hours Per Month 3 Hours During Trading