Ailen Younanpour

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

• 08/2011 → 07/2021
  Waddell & Reed, Inc.
  Irvine, CA
• 08/2011 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Irvine, CA
• 04/2013 → 07/2021
  University Of California Irvine
  Irvine, CA
• 07/2021 → Present
  Lpl Financial Llc
  Irvine, CA

Previous Registrations

• 2011-09-12 → 2021-07-21
  Waddell & Reed
  Irvine, CA
  Las Vegas, NV
  Irvine, CA
• 2007-06-06 → 2011-08-09
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  St Louis, MO

Other Businesses

1)7/2021- WRI Investments- DBA for LPL Business (entity for LPL business)- inv. related- Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-05-31
• S63 Uniform Securities Agent State Law Examination
  1999-04-07

Other Names

• Ailen Younanpour Envieh
• Ailen Younanpour-Envieh
• Ailen Younanpour