Julio Cruz Saldana

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

• 01/2023 → 02/2024
  Transamerica Financial Advisors, Inc
  Tampa, FL
• 11/2022 → 02/2024
  World Financial Group, Inc.
  Tampa, FL
• 09/2020 → 07/2026
  Tampa Police Department
  Tampa, FL
• 01/2015 → 08/2020
  New York City Police Department
  New York, NY
• 05/2012 → Present
  Us Army Reserve
  Lakeland, FL
• 02/2024 → Present
  Lpl Financial Llc
  San Antonio, FL

Other Businesses

1) 01/12/2024 - US Army Reserve - Outside/W-2 Employment - Sergeant First Class, Drug suppression team - FL 33801 - Non investment related - 36 Hours per month - Start date: 10/08/2022. 2) 05/02/2024 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 10 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-22
• S63 Uniform Securities Agent State Law Examination
  2024-04-17