Kristian Pavlov

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

• 02/2014 → 01/2024
  Patelco Credit Union/Emphasis On
  Danville, CA
• 01/2016 → 01/2024
  Cuso Financial Services, L.P.
  Pleasanton, CA
• 01/2024 → 10/2024
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 01/2024 → 10/2024
  Wells Fargo Bank Na
  Walnut Creek, CA
• 10/2024 → 12/2025
  J.P. Morgan Securities Llc
  San Leandro, CA
• 10/2024 → 12/2025
  Jpmorgan Chase Bank, N.A.
  San Leandro, CA
• 12/2025 → Present
  Lpl Financial
  San Francisco, CA
• 12/2025 → Present
  Patelco Credit Union
  San Francisco, CA

Previous Registrations

• 2024-10-25 → 2025-12-11
  J.P. Morgan Securities Llc
  San Leandro, CA
• 2024-01-05 → 2024-10-18
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 2017-07-25 → 2024-01-03
  Cuso Financial Services, L.P.
  Dublin, CA
  Fremont, CA
  Oakland, CA
  Castro Valley, CA
  Berkeley, CA
  Hayward, CA
  Oakland, CA
  San Leandro, CA

Other Businesses

1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Patelco Financial Solutions - Inv Rel - At Reported Business Location (s) - 12/2025

Exams

• S66 Uniform Combined State Law Examination
  2017-07-24

Other Names

• Kris Kouzmanov Pavlov
• Kristian Kouzmanov Pavlov
• Kristian Pavlov
• Kristian K Pavlov