Kelli Kurachi

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2024 → 11/2024
  Pruco Securities, Llc.
  Houston, TX
• 08/2018 → 04/2024
  Allergy Partners Of Texas
  Austin, TX
• 07/2006 → 07/2018
  Central Texas Allergy & Asthma Center
  Austin, TX
• 04/2024 → 09/2024
  Unemployed
  Pflugerville, TX
• 11/2024 → Present
  Lpl Enterprise, Llc
  Houston, TX

Other Businesses

1) 03/31/2026-CRUMP-Insurance agent-Non-Variable Insurance-Inv related-At Houston, TX-Start date 03/26/2026-10hrs/mth-10hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-03-01