Ilan Cuellar

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

• 06/2010 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2007-02-05 → 2010-06-10
  Chase Investment Services Corp.
  Houston, TX
  Pasadena, TX
  Pasadena, TX
  Houston, TX
  Pasadena, TX
  Houston, TX
  Pasadena, TX

Other Businesses

1. 06/07/10 - DBA CUELLAR FINANCIAL GROUP. 2. 06/07/10 - REAL ESTATE RENTAL, 3501 WHEATFIELD CT. TEXAS, 1% OF TIME. 3. 09/14/2011 - NON-VARIABLE INSURANCE - I WOULD LIKE TO BE ABLE TO CROSS SELL CURRENT AND FUTURE CLIENTS ADDITIONAL INSURANCE SUCH AS DISABILITY, AUTO, AND HOMEOWNER'S. THIS WILL INCREASE REFERRALS WHICH WILL INCREASE MY RETIREMENT PLANNING BUSINESS AT LPL. 4. 01/21/2015 - OTHER - NOTARY - TEXAS NOTARY - TIME SPENT 1 HOUR PER MONTH - HOUSTON, TX 5. 4/18/2018 - RetireMint Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/01/2010 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-30
• S63 Uniform Securities Agent State Law Examination
  2005-06-10

Designations

• Certified Financial Planner