Reza Dekhani

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

• 02/2011 → Present
  Lpl Financial Llc
  Bellevue, WA
• 01/2017 → 09/2023
  Financial Advocates Investment Management
  Bellevue, WA

Previous Registrations

• 2017-01-10 → 2023-10-06
  Financial Advocates Investment Management
  Bellevue, WA
  Olympia, WA
• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Seattle, WA
  Seattle, WA
• 2006-01-23 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Seattle, WA
  Seattle, WA

Other Businesses

(1) 02/22/2011: Dekhani Group - Real Estate Rental - Investment Related - At Reported Business Location(s) - Property management and rental income (2) 02/22/2011: Financial Advocates - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-20
• S63 Uniform Securities Agent State Law Examination
  1999-07-27

Other Names

• M Reza Dekhani
• Mohamed Reza Dekhani