Robert Daniel Salazar

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

• 11/2010 → Present
  Lpl Financial Llc
  Boston, MA

Previous Registrations

• 2008-02-28 → 2010-11-30
  Nrp Advisors, Inc.
  Glendale, CA
  Long Beach, CA
• 2007-03-16 → 2008-10-20
  Nrp Financial, Inc.
  Long Beach, CA
  Bryan, OH
  Bryan, OH
  Glendale, CA
• 2005-05-27 → 2007-03-20
  Ameriprise Advisor Services, Inc.
  Irvine, CA
  Irvine, CA
• 2005-04-11 → 2005-06-02
  Citicorp Investment Services
  Cerritos, CA

Other Businesses

1. 10/15/2010 - Salazar, Steer, Thomasy & Ulrich Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 11/01/2010 - FOR ACCOUNTING PURPOSES ONLY - SALAZAR & STEER GROUP - 50% OWNER. LLC IS USED STRICKTLY FOR ACCOUNTING PURPOSES. - TIME SPENT 1% 3. 02/25/2014 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - SALES - TIME SPENT 5% - LONG BEACH, CA 4) 01/14/2025 - The Salazar Family Trust - Investment Related - Real Estate Rental - Home Based - Start Date:08/31/2005 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-29
• S63 Uniform Securities Agent State Law Examination
  1993-10-21

Designations

• Certified Financial Planner