Blanca Elena Estrada Rosanoff

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

• 03/2018 → Present
  Bmo Harris Bank
  Phoenix, AZ
• 09/2017 → 02/2020
  Ann Inc, Loft
  Scottsdale, AZ
• 11/2016 → 02/2018
  Johnson Bank
  Scottsdale, AZ
• 07/2016 → 11/2016
  National Bank Of Arizona
  Scottsdale, AZ
• 03/2022 → Present
  Lpl Financial
  Phoenix, AZ

Other Businesses

1-01/2016 / Real Estate Rental / Investment Related / 6313 31st Ave Phoenix, AZ 85017- 1626 2-03/2022 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• Blanca Elena Estrada Cruz
• Blanca Elena Estrada
• Blanca Elena Estrada De Rosanoff