Linda Rene Coulson

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
TX	RA	APPROVED_RES	2013-06-24
NC	RA	APPROVED	2013-02-12
CA	RA	APPROVED	2009-03-10

TX RA
APPROVED_RES

Since 2013-06-24
NC RA
APPROVED

Since 2013-02-12
CA RA
APPROVED

Since 2009-03-10

Branch Locations

Carolina Beach, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Carolina Beach	NC	03/2009	Present

03/2009 → Present

Lpl Financial Llc

Carolina Beach, NC

Previous Registrations

1997-07-08 → 2009-03-25

Ubs Financial Services Inc.

Irvine, CA

Orange, CA

Orange, CA

Other Businesses

(1) 08/17/2016 * NO BUSINESS NAME * Real Estate Rental * NOT INV REL * 202 Lewis Dr. #1205 Carolina Beach, NC 28428 * START 07/01/2016 * 1 HRS/MO; 0 DURING SECS TRDG HRS. (2) 11/03/2021 - LifeWave - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - Start Date: 10/25/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Distributor of homeopathic "LifeWave" Patches. (3) 08/24/2023 - Newton H. Clewtt & Elsie Clewett Rev. Living Trust: Successor Trustee- Act in a Fiduciary Capacity - Not Investment Related - At Reported Business Location(s) - Start Date 06/30/2023 - 0 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-12-09
S63	Uniform Securities Agent State Law Examination	1986-04-24

S65 Uniform Investment Adviser Law Examination

2001-12-09
S63 Uniform Securities Agent State Law Examination

1986-04-24

Other Names

Linda Rene Coulson
Linda Rene Reed

View on SEC IAPD