Lena Samih Rizkallah

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

• 10/2013 → 09/2018
  J.P. Morgan Institutional Investments Inc.
  New York, NY
• 10/2013 → 09/2018
  Jpmorgan Investment Management Inc.
  New York, NY
• 12/2019 → 08/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2019 → 08/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2018 → 12/2019
  Unemployed
  35 Deerfield Place, NY
• 08/2026 → Present
  Lpl Financial Llc
  Beacon, NY

Previous Registrations

• 2021-04-20 → 2026-08-25
  Cambridge Investment Research Advisors, Inc.
  Beacon, NY

Other Businesses

1. 08/2026 - Independent Insurance Agent - Non-Variable Insurance - Inv Related – 5 Hour(s)/Month – 1 Hour(s) During Trading – Beacon, NY, 12508 – OBA Start Date: 09/05/2020 2. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 5 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/18/2026 3. 08/2026 - rental property - Real Estate Rental - Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Beacon, NY, 12508 – OBA Start Date: 08/02/2022

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-03

Other Names

• Lena Rizka