Nicolas Alex Luxama

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

• 11/2023 → 07/2025
  Primerica Financial Services
  Bellerose, NY
• 02/2024 → 07/2025
  Pfs Investments Inc.
  Bellerose, NY
• 11/2022 → Present
  Cuny
  Brooklyn, NY
• 07/2021 → 11/2022
  Nycid
  Brooklyn, NY
• 09/2017 → 07/2020
  Ahrc
  New York, NY
• 12/2015 → 07/2020
  Adapt Community Network
  New York, NY
• 10/2011 → 05/2021
  United States Marine Corps Reserves
  Long Island, NY
• 08/2025 → Present
  Lpl Financial
  White Plains, NY

Previous Registrations

• 2025-05-22 → 2025-07-21
  Pfs Investments Inc.
  Bellerose, NY

Other Businesses

1. 07/2025 - CUNY - Outside/W-2 Employment - Not Investment Related - 140 Hour(s)/Month - 08 Hour(s) During Trading - Brooklyn NY 11235 - OBA Start Date: 11/14/2022 2. 07/2025 - Luxama LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Brooklyn Ny 11236 - OBA Start Date: 11/20/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-17
• S63 Uniform Securities Agent State Law Examination
  2024-05-04

Other Names

• Nicolas Alex Luxama