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Nevil Dhabhar

LPl Financial LLC

Long Beach, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-15
  • CA RA
    APPROVED
    Since 2025-05-15

Branch Locations

3447 Atlantic Ave, Long Beach, CA 90807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Torrance CA 06/2005 07/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2021
Unemployed Redondo Beach CA 08/2021 09/2022
Cuso Financial Services, Lp San Diego CA 10/2022 Present
Lpl Financial Llc Long Beach CA 05/2025 Present
  • 06/2005 → 07/2021
    Fidelity Brokerage Services Llc
    Torrance, CA
  • 07/2018 → 07/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2021 → 09/2022
    Unemployed
    Redondo Beach, CA
  • 10/2022 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2025 → Present
    Lpl Financial Llc
    Long Beach, CA
Previous Registrations
  • 2022-10-14 → 2025-05-15
    Cuso Financial Services, L.P.
    Long Beach, CA
  • 2018-07-13 → 2021-07-26
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2005-07-01 → 2018-07-13
    Strategic Advisers Llc
    Torrance, CA
  • 2002-05-30 → 2003-09-22
    E*Trade Advisory Services, Inc.
    Beverly Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-19
S63 Uniform Securities Agent State Law Examination 1998-06-05
  • S65 Uniform Investment Adviser Law Examination
    1998-06-19
  • S63 Uniform Securities Agent State Law Examination
    1998-06-05

View on SEC IAPD

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Other Offices

EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA
LPL FINANCIAL LLC · LONG BEACH, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Long Beach,, CA
KENSINGTON INVESTMENT COUNSEL · LONG BEACH, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LONG BEACH, CA
LPL FINANCIAL LLC · LONG BEACH, CA

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