Sina Tahamzadeh

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 08/2022 → 11/2024
  Pruco Securities Llc
  Orange, CA
• 06/2021 → 09/2021
  Kpr Consulting Inc
  Irvine, CA
• 06/2020 → 09/2020
  Kpr Consulting Inc
  Irvine, CA
• 09/2020 → 06/2022
  University Of California, Santa Barbara
  Santa Barbara, CA
• 09/2018 → 11/2018
  C3 Public Strategies
  Newport Beach, CA
• 09/2019 → 11/2019
  C3 Public Strategies
  Newport Beach, CA
• 09/2017 → 06/2020
  Saddleback College
  Mission Viejo, CA
• 06/2022 → 08/2022
  N/A
  Mission Viejo, CA
• 09/2013 → 06/2017
  Capistrano Valley High School
  Mission Viejo, CA
• 02/2023 → Present
  The Prudential Insurance Company Of America
  Orange, CA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Orange, CA

Previous Registrations

• 2023-01-16 → 2024-11-14
  Pruco Securities, Llc.
  Orange, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-01-14