Bridget Mary Sullivan

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

• 12/1998 → 07/2021
  Waddell & Reed, Inc.
  Orland Park, IL
• 05/1999 → 07/2021
  Various Insurance Carriers
  Chicago, IL
• 09/2006 → 07/2021
  Moraine Valley Community College
  Palos Hills, IL
• 01/2012 → 07/2021
  Palos Area Chamber Of Commerce
  Palos Heights, IL
• 07/2021 → Present
  Lpl Financial Llc
  Mokena, IL

Previous Registrations

• 1999-06-16 → 2021-07-21
  Waddell & Reed
  Mokena, IL
  Westmont, IL
  Lisle, IL
  Savage, MN
  Mokena, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-19
• S63 Uniform Securities Agent State Law Examination
  1987-08-12

Other Names

• Bridget Mary Devlin
• Bridget M Sullivan
• Bridie Sullivan
• Bridget Sullivan