Waleed Hassan Khan is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-15 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2021-02-25 | 2025-05-15 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2020-08-24 | 2021-02-22 | — |
| NAVY FEDERAL INVESTMENT SERVICES, LLC | 2017-01-04 | 2020-07-23 | — |
| NAVY FEDERAL ASSET MANAGEMENT, LLC | 2016-08-29 | 2017-01-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2016-02-26 | 2016-08-17 | — |