Naser M Alzer

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

• 05/2015 → 12/2016
  Capital One Investing, Llc
  Melville, NY
• 12/2016 → Present
  Lpl Financial, Llc
  Cedar Park, TX

Previous Registrations

• 2015-05-11 → 2016-12-13
  Capital One Advisors, Llc
  Fort Worth, TX
  Mclean, VA
• 2012-09-11 → 2015-05-15
  Lpl Financial Llc
  Austin, TX
  San Diego, CA
  Cedar Park, TX
• 2008-12-02 → 2012-09-13
  Valic Financial Advisors, Inc.
  Austin, TX
  Addison, TX
• 2007-01-12 → 2008-12-03
  Lpl Financial Llc
  Cedar Park, TX
  Fort Mill, SC
  Round Rock, TX
• 2005-02-18 → 2007-01-25
  Citigroup Global Markets Inc.
  Austin, TX
  Austin, TX
• 2003-11-07 → 2005-02-24
  Pruco Securities, Llc.
  Austin, TX

Other Businesses

1. 12/12/2016 - ALZER FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CEDAR PARK, TX. 2. 09/22/2023 - Alzer's Barbeque - Not Investment Related - Cedar Park, TX - Business Owner - Started 05/15/2017 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-11

Designations

• Certified Financial Planner

Other Names

• Naser Alzer