Hani H Istanbouli

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

• 03/1994 → 11/2024
  Pruco Securities, Llc.
  Strongsville, OH
• 03/1994 → Present
  Prudential Insurance Company Of America
  Strongsville, OH
• 09/2013 → Present
  Cavaliers Holdings
  Cleveland, OH
• 09/2017 → 12/2017
  Dial America
  Middleburg Hts, OH
• 11/2024 → Present
  Lpl Enterprise, Llc
  Strongsville, OH

Previous Registrations

• 2017-12-12 → 2024-11-14
  Pruco Securities, Llc.
  Strongsville, OH
  Mayfield Heights, OH
  Mayfield Heights, OH
  Mayfield Heights, OH
  Strongsville, OH
  Columbus, OH
  Strongsville, OH

Other Businesses

1.11/15/2024; STRONGSVILLE RECREATION CENTER; coach sports ; No inv related; 12 hr/mo non trading; 0hr/mo trading; 07/03/2014 2. 11/15/2024; CAVALIERS HOLDINGS; Supervisor of security; not inv related; 30hr/mo non trading; 0 hr/mo trading; 09/16/2013 STRONGSVILLE RECREATION CENTER~RT 82, STRONGSVILLE, OH 44136~ORGANIZING BASKETBALL GAMES~N~BASKETBALL ORGANIZATION~01/09/2013~6 hrs/mo~0 trading hrs/mo|CAVALIERS HOLDINGS,LLC~0NE CENTER COURT, CLEVELAND, OH 44115~PROVIDING EVENT SECURITY~N~SECURITY OFFICER, PROVIDING SECURITY DURING CLEVELAND CAVALIERS EVNTS~10/08/2013~30 hrs/mo~0 trading hrs/mo|Symetra Life Ins Co