David Mitchell Belkin

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

• 08/2017 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Woodland Hills, CA
• 01/2008 → 08/2017
  Financial West Group
  Westlake Village, CA

Previous Registrations

• 2017-10-23 → 2025-06-05
  Western International Securities, Inc.
  Woodland Hills, CA
  Newport Beach, CA

Other Businesses

1- 06/2025 - HDS Property Holdings - Real Estate Rental - Investment Related - Holdings in Ohio - Start Date 02/01/2020 - 5 hours per month/ 0 hours during trading 2- 06/2025 - HJB Inc. dba Continental Chemical - Business Owner - CFO - Investment Related - Commerce, CA - Start Date 02/01/2025 - 40 hours per month/ 10 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-21
• S63 Uniform Securities Agent State Law Examination
  1994-09-09