Pejhmon Kalantar

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

• 08/2016 → 08/2022
  U.S. Bank
  San Diego, CA
• 08/2016 → 08/2022
  U.S. Bancorp Investments, Inc.
  San Diego, CA
• 09/2022 → Present
  Lpl Financial
  San Diego, CA
• 09/2022 → Present
  Zb, N.A
  San Diego, CA

Previous Registrations

• 2016-08-10 → 2022-03-04
  U.S. Bancorp Investments, Inc.
  El Cajon, CA
  Roseville, CA
  San Diego, CA
• 2011-01-03 → 2016-08-02
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  La Mesa, CA
  El Cajon, CA
• 2008-12-25 → 2011-01-03
  Wells Fargo Investments, Llc
  El Cajon, CA

Other Businesses

1- 09/2022 / Zions Bancorporation / Financial Institution Duty / Investment Related / San Diego, CA 2- 09/2022 / CBT Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-12-24