Varsha Nambiar
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCNov 2023 to now
- Schoolsfirst Federal Credit UnionNov 2023 to now
- Bank of America, N.A.Jan 2023 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Oct 2023
- Equitable Advisors, LLCDec 2019 to Dec 2022
- AXA Advisors, LLCDec 2019 to Jun 2020
- New York Life Insurance CoAug 2018 to Dec 2019
- UnemployedFeb 2018 to Jul 2018
- KumonMar 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
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
- 7004462
- Firm CRD
- 6413