Jijo C Valiyaparambil

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

• 12/2012 → 10/2020
  Next Level Tax Inc.
  Carrollton, TX
• 10/2016 → 09/2020
  Avantax Investment Services, Inc.
  Carrollton, TX
• 10/2020 → 04/2022
  Ameriprise Financial Services, Llc
  Plano, TX
• 07/2022 → Present
  Lpl Financial Llc
  Roanoke, TX

Previous Registrations

• 2020-10-15 → 2022-05-02
  Ameriprise Financial Services, Llc
  Lewisville, TX
  Plano, TX
• 2018-09-12 → 2020-09-18
  Avantax Advisory Services
  Carrollton, TX

Other Businesses

1)07/12/2022 - Next Level Tax Inc. - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 07/2013 2)07/12/2022 - Jijo Valiyaparambil,CPA - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 06/2020 3)07/12/2022 - Notary - State of TX - Inv Rel - Start: 09/2016

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-16
• S63 Uniform Securities Agent State Law Examination
  2017-06-15

Other Names

• Jijo C Valiyaparambil
• Jijo Valiyaparambil