Anil Kumar Madhyanam
Investment adviser representative at LPL Financial LLC
19 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
19 years in the industry.
- LPL Financial LLCJan 2026 to now
- Golden1 Credit UnionJan 2026 to now
- B.B. Graham & Company, Inc.Nov 2025 to Jan 2026
- Ameriprise Financial Services, LLCFeb 2024 to Aug 2025
- UnemployedFeb 2023 to Feb 2024
- Sagepoint FinanicalAug 2022 to Feb 2023
- The Ameriflex Group, Inc.Aug 2022 to Feb 2023
- Cuso Financial Services, LPAug 2019 to Aug 2022
- Nuvision Federal Credit UnionAug 2019 to Jul 2022
- LPL Financial LLCMay 2015 to Aug 2019
- Kinecta Federal Credit UnionOct 2007 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6479154
- Firm CRD
- 6413