Muhammad Usman Khalid
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCApr 2023 to now
- UnemployedJan 2023 to Apr 2023
- Washington University In St. LouisAug 2021 to Dec 2022
- UnemployedJun 2021 to Jul 2021
- Goldman SachsJul 2020 to Dec 2020
- Grantham, Mayo, Van OtterlooJul 2019 to Dec 2019
- Wellington ManagementJun 2018 to Dec 2018
- Northeastern UniversityAug 2016 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7281856
- Firm CRD
- 6413