Vasil Emilov Halchev
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 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
12 years in the industry.
- LPL Financial LLCDec 2024 to now
- Innovative Wealth StrategistsJul 2022 to now
- Commonwealth Financial NetworkJul 2022 to Dec 2024
- Glendale Police DepartmentMar 2022 to Jun 2022
- John Hart Real EstateSep 2020 to Mar 2023
- Rose Bowl Aquatics CenterFeb 2020 to May 2024
- Crescenta Valley High SchoolNov 2019 to Oct 2021
- The ProperNov 2019 to Feb 2020
- Evh Security ServicesJun 2019 to Oct 2025
- Acs Security ServicesJan 2019 to Aug 2019
- Islands RestaurantAug 2017 to Mar 2019
- Gen Korean BbqAug 2017 to Oct 2017
- Zen Sushi Chinese CuisineFeb 2015 to Jun 2017
- Hungry Howies PizzaApr 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7602486
- Firm CRD
- 6413