Artin Zakarian

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

• 03/2021 → 07/2024
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 04/2020 → 02/2021
  World Financial Group
  Los Angeles, CA
• 01/2020 → 12/2020
  The Blackmar Group
  Los Angeles, CA
• 08/2015 → 01/2020
  Ernst & Young Llp
  Los Angeles, CA
• 07/2024 → Present
  Lpl Financial Llc
  Westlake Village, CA

Previous Registrations

• 2021-03-10 → 2024-07-25
  Ameriprise Financial Services, Llc
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) 07/01/2024 - Artin Zakarian, CPA - CPA - Licensed CPA - Investment related - Start date: 10/13/2016 - 0 Hrs/Mth - 0 Hrs During Trading - 0% Time spent. 2) 07/01/2024 - Oak Gate Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:07/01/2024 - 180 Hrs/Mth - 6 Hrs During Trading. 3) 07/01/2024 - Zakarian Financial LLC - Business Entity For Tax/Investment Purposes Only - CA 90035 - Not investment related -Start date: 07/01/2024 - 1 Hrs/Mth - 0 Hrs During Trading. 4) 07/01/2024 - Oak Gate Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 180 Hours Per Month/ 6 Hours During Trading 5) 09/03/2025- Inverness Insurance Services, LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/26/2025- 2 Hrs/Mth - 0 Hrs During Trading. 6) 09/15/2025 - Diversified Brokerage Services (DBS) - Investment Related - Non-Variable Insurance - At Reported Business Location(s)- Start date:09/08/2025 - 12 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-10-26
• S65 Uniform Investment Adviser Law Examination
  2020-10-03

Designations

• Certified Financial Planner