Mira Mizrahi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → Present
  Lpl Financial Llc
  Whippany, NJ

Previous Registrations

• 2004-04-30 → 2010-05-04
  Cetera Wealth Services, Llc
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

1. 2/18/2015 - DIVERSIFIED FINANCIAL CONSULTANTS LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 05/20/10. 2. 12/19/2023 - Alpha FINANCIAL Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/06/2023 - 100 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-04-20

Designations

• Certified Financial Planner