Fadi Mansour

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

• 08/2015 → 06/2018
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 08/2018 → 07/2019
  Lpl Financial Llc
  Huntington Beach, CA
• 07/2019 → 08/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 08/2019 → Present
  Lpl Financial Llc
  Santa Ana, CA

Previous Registrations

• 2019-07-01 → 2019-08-09
  Cuso Financial Services, L.P.
  Costa Mesa, CA
  San Diego, CA
  Laguna Hills, CA
• 2018-08-20 → 2019-07-11
  Lpl Financial Llc
  Huntington Beach, CA
• 2015-09-10 → 2018-06-28
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
• 2014-02-18 → 2015-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Beach, CA
  Long Beach, CA
  Fullerton, CA
  Long Beach, CA
• 2012-02-08 → 2014-02-15
  Osaic Fa, Inc.
  Irvine, CA
• 2011-08-17 → 2012-02-09
  Equitable Advisors, Llc
  Huntington Beach, CA
  Irvine, CA
  Irvine, CA

Other Businesses

1)08/14/2019 - Orange County's Retirement & Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 08/2019 2)08/14/2019 - Real Estate Rental - Owner - inv rel - Costa Mesa,CA - start: 11/2016 3) 9/11/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - AGENT - Started 10/1/2012 - TO HAVE THE ABILITY TO OFFER HEALTH INSURANCE, MEDICARE ADVANTAGE/SUPPLEMENTS TO CLIENT IF THEY NEED IT. 4) 07/07/2022 - Orange County's Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/06/2022 - 167 Hours Per Month/85 Hours During Securities Trading. 5) 10/24/2022 - No Business Name - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 10/20/2022 - 4 Hours Per Month/0 Hours During Securities Trading - Host for Turo. Renting out my extra car. 6) 02/13/2025 - Villa Flora - Not Investment Related - Home Based - Real Estate Rental - Start Date:02/12/2025 - 5 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-05
• S63 Uniform Securities Agent State Law Examination
  2008-07-26

Designations

• Certified Financial Planner

Other Names

• Fadi Lahzi Ibrahim Mansour
• Fadi Mansour
• Fadi Lahzi Mansour