Samuel Izaguirre

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

• 02/2011 → Present
  Lpl Financial, Llc
  Miami Lakes, FL
• 10/2015 → 02/2017
  Independent Financial Partners
  Ft Lauderdale, FL
• 02/2017 → 12/2018
  Independent Financial Partners
  Pembroke Pines, FL

Previous Registrations

• 2015-12-23 → 2018-12-17
  Independent Financial Partners
  Ft Lauderdale, FL
  Pembroke Pines, FL
• 2009-05-02 → 2011-02-08
  Chase Investment Services Corp.
  Hialeah, FL
  Hialeah, FL
  Hialeah, FL
  Miami, FL
  Hialeah, FL
• 2008-06-06 → 2009-05-02
  Wamu Investments, Inc.
  Hialeah, FL
  Hialeah, FL
  Hialeah, FL
  Hialeah, FL
  Hialeah, FL

Other Businesses

1. 12/16/2017 - SI Wealth Management, LLC - Investment Related - 1507 SW 113th Ave. Pembroke Pines, FL 33025 - Business Entity For Tax/Investment Purposes Only - Start Date 1/1/2018 - 30 Hours per Month/5 Hours During Trading. 2. 09/22/2021 - S & J FAMILY PROPERTIES, LLC - Investment Related - Home Based - Business Owner - Start Date: 11/14/2017 - 0 Hours Per Month/0 Hours During Securities Trading 3. 06/20/2023 - Saybrus Partners, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/26/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 4. 07/21/2023 - NexAnnuity, Reliance Standard - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 06/12/2023 - 10 Hours Per Month/ 10 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-06-02