Umta Younadim
Investment adviser representative at LPL Financial LLC
14 yearsExperience
3 statesRegistered 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
14 years in the industry.
- LPL Financial LLCAug 2026 to now
- BMO Bank NAAug 2026 to now
- Eos FitnessMay 2026 to now
- UnemployedJun 2024 to May 2026
- The Vanguard Group, Inc.May 2022 to Jun 2024
- UnemployedMar 2022 to Apr 2022
- Nite Out Entertainment LLCNov 2021 to Mar 2022
- UnemployedMay 2021 to Oct 2021
- Pranam Yogi LLCFeb 2021 to Jan 2023
- Lifetime FitnessJan 2020 to Sep 2021
- National University of SingaporeAug 2019 to Dec 2019
- Lululemon AthleticaDec 2018 to Jan 2019
- Arizona State UniversityAug 2017 to May 2021
- Pinnacle High SchoolAug 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WI).
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
- 7529246
- Firm CRD
- 6413