Ramin Ali Akbar Rouhbakhsh

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

• 08/2016 → Present
  Lpl Financial, Llc
  Lake Oswego, OR

Previous Registrations

• 2013-11-13 → 2016-09-14
  Park Avenue Securities Llc
  Portland, OR

Other Businesses

1. 08/19/2016 - TALLUS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAKE OSWEGO, OR 2. 08/19/2016 - TALLUS WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ 10%/ LAKE OSWEGO, OR 3. 08/19/2016 - WEALTH SCIENTIFIC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ LAKE OSWEGO, OR

Exams

• S66 Uniform Combined State Law Examination
  2013-10-21

Other Names

• Ramin A Roukbakhsh
• Ramin Ali Akbar Roukbakhsh