Natalie Paige Dulaney
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCApr 2024 to now
- Homeland Credit UnionApr 2024 to now
- LPL Financaial LLCApr 2024 to now
- Raymond James Financial Servcies Advisors, IncMar 2023 to Feb 2024
- Raymond James Financial Servcies, IncMar 2023 to Feb 2024
- Compass Investment GroupMar 2023 to Mar 2023
- Wells Fargo Advisors Financial Network, LLCDec 2020 to Mar 2023
- Ohio UniversityAug 2019 to May 2021
- Shrivers PharmacyJul 2019 to Jan 2021
- UnemployedFeb 2019 to Jul 2019
- Loan CentralJan 2019 to Feb 2019
- First National BankFeb 2018 to Oct 2018
- Ohio UniversityAug 2016 to May 2018
- WalgreensAug 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7329176
- Firm CRD
- 6413