Genevie Mckeithan Osborn
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCJul 2021 to now
- Gmo LLC dba Aurora Financial ConsultantsFeb 2020 to Jul 2021
- Troika Holdings LLCJan 2020 to Jul 2021
- Troika St LLCJan 2020 to Jul 2021
- Troika Ventures LLCJan 2020 to Jul 2021
- PeoMar 2019 to Apr 2021
- Sucker Brook LLCAug 2016 to Jul 2021
- PeoApr 2016 to Mar 2018
- Biomedical Sciences Research Group LLCNov 2014 to Jan 2019
- Society of Financial Service ProfessionalsJul 2014 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesNov 2009 to Jul 2021
- Waddell and Reed, Inc.Nov 2009 to Jul 2021
- Trust Fbo Gillian WigdillMar 2002 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4170158
- Firm CRD
- 6413