Omer Yildiz
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$819.1BFirm assets
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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 LLCOct 2024 to now
- Cooper/haims Advisors , LLCJul 2022 to now
- ConserveMar 2022 to Jun 2022
- N/aJun 2021 to Feb 2022
- AmazonMay 2020 to Dec 2020
- University of RochesterJun 2019 to May 2021
- Monroe Community CollegeJan 2018 to May 2019
- N/aOct 2014 to Dec 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7939592
- Firm CRD
- 6413