Manuel F Chinchay

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

• 06/2010 → Present
  The Advisory Group
  Diamond Bar, CA
• 08/2011 → 10/2022
  Fsc Securities
  Diamond Bar, CA
• 10/2022 → Present
  Lpl Financial Llc
  Diamond Bar, CA

Previous Registrations

• 2012-02-16 → 2022-12-31
  The Advisory Group
  Diamond Bar, CA
• 2012-02-17 → 2022-10-11
  Fsc Securities Corporation
  Diamond Bar, CA

Other Businesses

1-07/2013 / Manuel Chinchay / Non-Variable Insurance / Investment Related / 1 HR PER MNTH/Zero HR During Trading-Zero Time Spnt Prcnt / start date: 07/2013 / @ office / DIAMOND BAR, CA 91765 2- 01/2000 / The Advisory Group / DBA for LPL Business (entity for LPL business) / Investment Related / start date:01/2000/ @office / Diamond Bar, CA 91765

Exams

• S66 Uniform Combined State Law Examination
  2012-01-18

Designations

• Certified Financial Planner