Guy Zamohi

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

• 01/2010 → Present
  Pro Locksmith
  San Diego, CA
• 03/2025 → Present
  Lpl Enterprise Llc
  San Diego, CA

Other Businesses

1. 02/28/2025 - Pro Locksmith - Business Owner - NOT INV REL - San Diego, CA., 92122 - Start Date 09/09/2010 - 20 HRS/MO 2. 02/28/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - San Diego, CA., 92116 - Start Date 02/24/2025 - 160 HRS/MO 3. 02/28/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - San Diego, CA., 92116 - Start Date 02/24/2025 - 160 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2025-06-14