Roy Myron Fakoury

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

• 01/2011 → 07/2019
  Wells Fargo Advisors Financial Network Llc
  Camden, SC
• 07/2019 → Present
  Lpl Financial Llc
  Camden, SC

Previous Registrations

• 2011-01-13 → 2019-07-25
  Wells Fargo Advisors Financial Network, Llc
  Camden, SC
• 2009-06-01 → 2011-01-21
  Morgan Stanley
  Camden, SC
  Columbia, SC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Columbia, SC
  Camden, SC
• 2002-07-30 → 2007-04-02
  Morgan Stanley Dw Inc.
  Camden, SC

Other Businesses

1)07/05/2019 - Lumen Financial Planning and Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2019 - 130 hr/mth 2) 07/05/2019 - Camden Financial Partners, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 01/2011 - 2 hr/mth 3)07/05/2019 - CHESTNUT STREET PARTNERS LLC - Real Estate Rental - inv rel - at reported business location - start: 05/1998 - 1 hr/mth 4)07/05/2019 - Gen WXY Holdings, LLC - Real Estate Rental - inv rel - at reported business location - start: 03/2012 - 2 hr/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-29
• S63 Uniform Securities Agent State Law Examination
  1997-10-15

Designations

• Certified Financial Planner