Wardia Dinkha

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

• 03/2023 → Present
  Bmo Harris Bank
  Scottsdale, AZ
• 01/2023 → 03/2023
  Wells Fargo
  Mesa, AZ
• 10/2020 → 01/2023
  Barrett Financial Group
  Gilbert, AZ
• 03/2020 → 10/2020
  Landmark Capital Mortgage
  Scottsdale, AZ
• 01/2012 → 03/2020
  Bmo Bank N.A
  Chandler, AZ
• 09/2025 → Present
  Lpl Financial
  Scottsdale, AZ

Other Businesses

1. 08/2025 - Wardia Dinkha - Notary - Investment Related - 1Hour(s)/Month - 1 Hour(s) During Trading - Chandler AZ 85225 - OBA Start Date: 06/30/2022 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BMO Investment Services - Investment Related - At Reported Business Location (s) - Start Date: 08/2025 3. 08/2025 - Real Estate Rental - Investment Related - 3 Hour(s)/Month - 3 Hour(s) During Trading - Chandler AZ 85225 - OBA Start Date: 07/30/2017 4. 08/2025 - Sign Below LLC - Business Owner - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Chandler AZ 85225 - OBA Start Date: 05/31/2022 5. 08/2025 - BMO Harris Bank - Financial Institution Duty - Investment Related - 160 Hour(s)/Month - 40 Hour(s) During Trading - Scottsdale AZ 85258 - OBA Start Date: 09/02/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-15
• S63 Uniform Securities Agent State Law Examination
  2025-10-24

Other Names

• Dia Moshi