Ian K Foo
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCNov 2025 to now
- Stanford Federal Credit UnionNov 2025 to now
- Mariner Independent Advisor NetworkNov 2025 to Jul 2026
- Cetera Investment Advisers LLCMar 2019 to Nov 2025
- Cetera Investment Services LLCMar 2019 to Nov 2025
- Mw Wealth AdvisorsMay 2017 to Nov 2025
- Cetera AdvisorsMay 2017 to Mar 2019
- UnemployeedMar 2017 to May 2017
- ScottradeDec 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5822647
- Firm CRD
- 6413