Irini Ioanna Housiadas

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

• 10/2011 → Present
  Landlord
  Beaverton, OR
• 04/2014 → 04/2024
  Crown Capital Securities, Lp
  Orange, CA
• 04/2024 → Present
  Lpl Financial Llc
  Portland, OR

Previous Registrations

• 2019-07-01 → 2024-04-17
  Crown Capital Securities, L.P.
  Portland, OR
  King City, OR

Other Businesses

1. 04/17/2024 - Rental Property - Real Estate Rental - Owner - Investment Related - Charlotte, NC - Start Date 08/1/2023

Exams

• S66 Uniform Combined State Law Examination
  2019-06-25
• S63 Uniform Securities Agent State Law Examination
  2005-11-21

Designations

• Certified Financial Planner

Other Names

• Irini Ioanna Souris