Brandon John Shohdy
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 LLCMay 2025 to now
- Fidelity InvestmentsJan 2023 to May 2025
- Union Property Co.Sep 2022 to Dec 2022
- UnemployedJun 2022 to Sep 2022
- Fuse TechnologiesMar 2022 to Jun 2022
- ShiphawkMay 2021 to Sep 2021
- College FreshSep 2019 to Mar 2020
- Towne ParkJun 2019 to Aug 2019
- UcsbSep 2018 to Jun 2022
- Towne ParkMay 2018 to Sep 2018
- Little CaesarsJan 2018 to Apr 2018
- UnemployedFeb 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
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
- 7329330
- Firm CRD
- 6413