Kahlil Adames
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- LPL Financial LLCAug 2021 to now
- Visions Analysis LLCApr 2020 to now
- LPL Financial LlicFeb 2020 to now
- Visions Federal Credit UnionFeb 2020 to now
- Cadaret, Grant & Co., Inc.Aug 2017 to Feb 2020
- Bank of America, N.A.Jul 2014 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
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
- 4349306
- Firm CRD
- 6413