Cortlin De maine
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCFeb 2024 to now
- UnemployedNov 2023 to Feb 2024
- Rockefeller Financial LLCJun 2022 to Nov 2023
- UnemployedMay 2022 to Jun 2022
- TerminusOct 2021 to Apr 2022
- PlanproJul 2020 to Oct 2021
- EletypeAug 2019 to Jan 2020
- Georgia Institute of Technology Athletic DepartmentJan 2019 to May 2019
- Full Time Student - Georgia Institute of TechnologyMay 2018 to May 2022
- Full Time Student K-12Jul 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
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
- 7581894
- Firm CRD
- 6413