Leslie Anne Weigand

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
PA	RA	APPROVED	2025-06-23
TX	RA	APPROVED_RES	2025-06-23

PA RA
APPROVED

Since 2025-06-23
TX RA
APPROVED_RES

Since 2025-06-23

Branch Locations

Doylestown, PA • 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

Organization	City	State	From	To
Lincoln Investment Planning, Inc.	Jenkintown	PA	01/1987	06/2025
Lincoln Investment Planning, Inc.	Jenkintown	PA	01/1987	06/2025
Lpl Financial Llc	Doylestown	PA	06/2025	Present

01/1987 → 06/2025

Lincoln Investment Planning, Inc.

Jenkintown, PA
01/1987 → 06/2025

Lincoln Investment Planning, Inc.

Jenkintown, PA
06/2025 → Present

Lpl Financial Llc

Doylestown, PA

Previous Registrations

2011-06-16 → 2025-07-07

Lincoln Investment

Jenkintown, PA

Doylestown, PA

Horsham, PA

Other Businesses

1. Start Date: 06/23/2025 - GALLAGHER WEALTH MANAGEMENT SERVICES, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Doylestown, PA 18901 - 240 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100 2. Start Date: 07/01/2024 - Vacation Rental Property - Real Estate Rental - Investment Related - Ocean City, NJ 08226 - 8 Hrs/Mth - 0 Hrs During Trading - Time Spent: 5

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1987-11-20

S63 Uniform Securities Agent State Law Examination

1987-11-20

View on SEC IAPD