Mohammed Safieddine Ayala
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCMay 2025 to now
- Cuso Financial Services, LPJul 2022 to May 2025
- U.S. Bancorp Investments, Inc.Mar 2019 to Jun 2022
- Southland Credit UnionJan 2018 to Mar 2019
- LPL Financial LLCJan 2017 to Mar 2019
- Bank of America, N.A.Sep 2011 to Jan 2018
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Aug 2011 to Jan 2018
- Kali BotanicalApr 2006 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3095670
- Firm CRD
- 6413