Helen Marie Chang

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

• 01/2010 → Present
  Dr. Flora Medina-Manuel Md., Inc
  Honolulu, HI
• 06/2016 → Present
  Lpl Financial, Llc
  Honolulu, HI

Previous Registrations

• 2016-04-26 → 2016-05-31
  Edward Jones
  Kailua, HI
  St Louis, MO
• 2010-08-11 → 2016-05-10
  Lpl Financial Llc
  Honolulu, HI
• 2006-09-07 → 2010-05-26
  Bancwest Investment Services, Inc.
  Aiea, HI
  Honolulu, HI
  Honolulu, HI

Other Businesses

1. 06/28/2016 - FLORA MEDINA-MANUEL, MD INCORPORATED/ OUTSIDE, W-2 EMPLOYMENT/ 2%/ HONOLULU, HI 2. 06/28/2016 - BENZAKEN INVESTMENT GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 98%/ HONOLULU, HI 3. 07/17/2023 - NexPoint - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 2 Hours Per Month/ 0 Hours During Trading 4. 06/24/2024 - BenZaken Investment Group - Other - Hawaii Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/11/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-08-29

Other Names

• Helen Marie Manuel
• Helen Marie Medina Chang