Batkhuu Batjargal
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCJul 2023 to now
- Bancwest Investment Services, Inc.Feb 2019 to now
- Bank of the WestFeb 2019 to now
- Maxhunt Inc dba Boba Loca Tea ShopAug 2013 to now
- Edward JonesJun 2018 to Dec 2018
- Morgan Stanley Private Bank, N.A.Jun 2016 to Oct 2017
- Morgan Stanley Smith Barney LLCMar 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2016
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
- 6158673
- Firm CRD
- 6413