Nishan Paranawitane
Investment adviser representative at LPL Financial LLC
25 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
25 years in the industry.
- LPL Financial LLCJul 2024 to now
- BMO Harris BankJun 2024 to now
- Ameriprise Financial Services, LLCNov 2023 to Jun 2024
- ComericaFeb 2022 to Jun 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankFeb 2001 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2003
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
- 4698350
- Firm CRD
- 6413