Julian Camilo Castiblanco Canon

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

• 08/2017 → 05/2023
  Wescom Credit Union
  Orange, CA
• 08/2017 → 08/2017
  Union Bank
  Newport Beach, CA
• 05/2017 → 08/2017
  Full Time Student
  Irvine, CA
• 07/2014 → 05/2017
  Bank Of America
  Costa Mesa, CA
• 07/2020 → 05/2023
  Wescom Financial Services
  Orange, CA
• 05/2023 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2023 → Present
  Wescom Financial Services
  Orange, CA
• 05/2025 → Present
  Lpl Financial Llc
  Anaheim, CA

Previous Registrations

• 2023-05-03 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Orange, CA
  Orange, CA
  Orange, CA
  Anaheim, CA

Other Businesses

1) 05/2025 - Wescom Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - 160 hrs per month 2) 05/2025 - Rental Property - Real Estate Rental - Property Owner - Investment Related - La Habra, CA - Start Date 04/01/2023 - 30 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-05-02
• S63 Uniform Securities Agent State Law Examination
  2020-09-05

Other Names

• Julian Castiblanco