Lindsay Michelle Turchetta
Investment adviser representative at LPL Financial LLC
20 yearsExperience
16 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
20 years in the industry.
- LPL Financial LLCJul 2021 to now
- National Catholic Slovak Ladies AssociationMay 2019 to now
- Lindsay Turchetta Awma IncAug 2017 to now
- Gbu FinancialAug 2016 to now
- National Slovak SocietyAug 2016 to now
- Bni Western PaOct 2013 to now
- Ywca of Westmoreland CountyOct 2013 to now
- Lindsay M Turchetta, LLCJun 2012 to now
- Lindsay TurchettaApr 2008 to now
- United WayOct 2013 to Jun 2020
- Ymca of GreensburgSep 2013 to Oct 2019
- Various Insurance Carriers for W & R Insurance AgenciesJul 2006 to Jul 2021
- Waddell & Reed, Inc.Jun 2006 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 16 states (CA, FL, GA, ID, IL, IN, MD, MI, NC, OH, PA, SC, TX, UT, VA, WA).
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
- 5108638
- Firm CRD
- 6413