Emil F Mokhtarian

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Chicago, IL
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 03/2017 → Present
  Lpl Financial, Llc
  Chicago, IL
• 03/2017 → Present
  Iht Wealth Management, Llc
  Chicago, IL

Previous Registrations

• 2013-03-15 → 2017-04-05
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
  Chicago, IL
• 2009-10-23 → 2013-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2002-12-18 → 2008-10-24
  Lasalle Financial Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. 03/31/2017 - IHT WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ CHICAGO, IL (2) 04/10/2017 -IHT WEALTH MANAGEMENT -Investment related- At reported location(s) - Registered Investment Advisor Hybrid- start 12/9/2016 - Hours per month 72? Hours during trading 18- Time spent percent 45% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 12/9/2019. I expect to spend approximately [ 72 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-10-12

Designations

• Certified Financial Planner