Alan Brian Zinkin
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCJan 2023 to now
- UnemployedSep 2022 to Dec 2022
- Sequoia Financial Group, L.L.C.Apr 2022 to Aug 2022
- Tudor Securities, LLCJan 2021 to Mar 2022
- Tudor Advisors LLCDec 2020 to Mar 2022
- Unemployed / Due DiligenceJul 2019 to Nov 2020
- Eisneramper LLPJul 2018 to Jun 2019
- BNY Mellon Wealth ManagementMar 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4548003
- Firm CRD
- 6413