Roya Mohammadi
Investment adviser representative at LPL Enterprise, LLC
34 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
34 years in the industry.
- LPL Enterprise, LLCMay 2025 to now
- Blue ShieldDec 2020 to now
- Royal Financial AdvisingMar 2020 to now
- Blue CrossSep 2019 to now
- Moloney Securities Asset Management, LLCSep 2023 to May 2025
- Moloney Securities Co., Inc.Sep 2023 to May 2025
- Transamerica Life InsuranceSep 2023 to May 2025
- Fidelity and Guaranty Life Insurance CompanyNov 2022 to May 2025
- Savings Bank Mutual Life Insurance Company of MassachusettsNov 2022 to May 2025
- Pfs Investments Inc.Aug 2021 to Sep 2021
- EquitrustMar 2021 to May 2025
- Pruco Life InsuranceJan 2021 to May 2025
- Alt Financial NetworkJul 2020 to Sep 2023
- Primerica Financial ServicesNov 2019 to Sep 2021
- AtheneOct 2019 to May 2025
- Bankers Life Securities, Inc.May 2016 to Aug 2019
- Bankers Life and CasualtyDec 2011 to Aug 2019
- Bankers LifeNov 1992 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 6267723
- Firm CRD
- 8733