Benjamin Forrest Guizlo
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCJul 2021 to now
- Enduring Business ManagementNov 2020 to Jul 2021
- Grace Community ChurchSep 2016 to Jul 2021
- Mission Inn FoundationJul 2016 to Jun 2017
- Pick GroupJun 2015 to Sep 2020
- Various Insurance Carriers for W & R Insurance AgenciesMay 2012 to Jul 2021
- Waddell & Reed, IncMay 2012 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5445590
- Firm CRD
- 6413