Rohan Rashid
Investment adviser representative at LPL Financial LLC
7 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
7 years in the industry.
- LPL Financial LLCJul 2021 to now
- Investment and Insurance Planning Services, LLCAug 2021 to Oct 2022
- Bristol West Insurance CompanyJan 2021 to Jul 2021
- DarumaDec 2020 to Dec 2020
- UnemployedMay 2020 to Dec 2020
- Estate & Business Planning GroupJan 2020 to Apr 2020
- Macy'sNov 2017 to Sep 2018
- Dominos PizzaNov 2016 to Jun 2017
- University of Central FloridaAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7211567
- Firm CRD
- 6413