Izamar Perez

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

• 01/2018 → 05/2022
  Cuna Brokerage Services, Inc
  Waverly, IA
• 09/2015 → Present
  Schoolsfirst Federal Cu
  Tustin, CA
• 08/2015 → 07/2017
  California State University, Fullerton
  Fullerton, CA
• 05/2022 → Present
  Lpl Financial Llc
  Tustin, CA

Previous Registrations

• 2019-02-12 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Tustin, CA
  San Juan Capistrano, CA
  Tustin, CA
  Tustin, CA

Other Businesses

1. 05-18-2022-SchoolsFirst Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- 2. 05-18-2022- Schools First FCU- Investment Related- At Reported Business Location(s)- Financial Institution Duty-Advisor-START DATE: 09/2015-160 Hours per Month

Exams

• S66 Uniform Combined State Law Examination
  2019-02-04