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Endika Iturburu

LPl Financial LLC

Meridian, ID

CRD 6713955

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-01-02
  • ID RA
    APPROVED
    Since 2025-01-02

Branch Locations

413 Sw 5Th Ave Ste 110, Meridian, ID 83642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2016 01/2025
Lpl Financial Meridian ID 01/2025 Present
  • 10/2016 → 01/2025
    St Louis, MO
  • 01/2025 → Present
    Lpl Financial
    Meridian, ID
Previous Registrations
  • 2017-02-17 → 2025-01-09
    Nampa, ID
    St Louis, MO
    Nampa, ID
    Nampa, ID
    Nampa, ID
Other Businesses

1-01/02/2025 - Granite Financial Management - DBA for LPL Business (entity for LPL business) - Inv Rltd - At Reported Business Location(s) - Start Date:01/06/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/23/2025 - Summit Financial Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:06/23/2025 - 40 Hrs/Mth - 30 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-17
  • S66 Uniform Combined State Law Examination
    2016-12-17

View on SEC IAPD

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