Gabriel Barish

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

• 06/2023 → 06/2024
  The Investment Center, Inc.
  Farmington Hills, MI
• 01/2013 → 12/2018
  N/A
  West Bloomfield, MI
• 06/2018 → 07/2020
  Franklin Athletic Club
  Southfield, MI
• 01/2020 → 12/2023
  N/A
  West Bloomfield, MI
• 06/2024 → 03/2025
  The Investment Center, Inc.
  Farmington Hills, MI
• 03/2025 → Present
  Lpl Financial Llc
  Farmington Hills, MI

Previous Registrations

• 2024-06-11 → 2025-03-06
  Ic Advisory Services, Inc.
  Farmington Hills, MI
  Bedminster, NJ

Other Businesses

1. 03/06/2025- Notary- INV Related- At Reported Business Location(s)- Start date 01/30/2024- 1 Hour Per Month- 1 Hour During Trading 2. 03/06/2025- ROSEN & ASSOC. PC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 07/17/2023- 2 Hours Per Month- 2 Hours During Trading 3. 03/06/2025- Rosen Financial Services- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/01/2023- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2024-05-23