Avinoam Efraim

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 05/2014 → 08/2024
  Mml Investors Services
  Washington Twp, NJ
• 08/2024 → 11/2024
  Pruco Securities, Llc
  Paramus, NJ
• 08/2024 → Present
  The Prudential Insurance Company Of America
  Paramus, NJ
• 04/2014 → 08/2024
  Mass Mutual Life Insurance Company
  Washington Twp, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  Paramus, NJ

Previous Registrations

• 2024-08-13 → 2024-11-14
  Pruco Securities, Llc.
  Paramus, NJ
• 2014-05-22 → 2024-08-12
  Mml Investors Services, Llc
  Saddle Brook, NJ
  Washington Twp, NJ
• 2010-03-10 → 2014-04-23
  Msi Financial Services, Inc.
  Rochelle Park, NJ
  Fairlawn, NJ
  Staten Island, NY
• 2002-09-17 → 2010-03-02
  Pruco Securities, Llc.
  Paramus, NJ
  Paramus, NJ

Other Businesses

1) 03/10/2025- Jordan River Financial LLC- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)-start date 04/17/2014- 60hrs/mnth-20hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-19
• S65 Uniform Investment Adviser Law Examination
  2002-08-02