AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LA

Lior B. Avishay

LPL FINANCIAL LLC
Encino, CA 91436
Some features on this profile are disabled
CRD#: 2326984
LA

Professional summary

Lior Benjamin Avishay is a registered financial professional currently at LPL FINANCIAL LLC located in Encino, California and HUB INTERNATIONAL INVESTMENT SERVICES INC. located in Austin, Texas.

Lior is registered as a RR (Registered Representative) and started their career in finance in 1993. Lior has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lior Benjamin Avishay's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 15, 2019 - Present

LPL FINANCIAL LLC

Office #1: 16030 Ventura Blvd #500, Encino, CA 91436
RIA
BD
CRD#: 6413
Encino, CA
Current

December 18, 2025 - Present

HUB INTERNATIONAL INVESTMENT SERVICES INC.

Office #1: 900 S Capital Of Tx Highway Suite 350, Austin, TX 78746
BD
CRD#: 150252
AUSTIN, TX
Past

April 8, 2020 - October 7, 2022

HUB INTERNATIONAL INVESTMENT SERVICES INC.

BD
CRD#: 150252
AUSTIN, TX
Past

March 1, 2019 - October 17, 2019

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CHATSWORTH, CA
Past

December 1, 2006 - March 1, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
CHATSWORTH, CA
Past

February 8, 1999 - December 1, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
CHATSWORTH, CA
Past

April 20, 1993 - January 20, 1999

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/27/2022)
RR
California
(10/15/2019)
RR
Colorado
(1/2/2026)
RR
New York
(10/15/2019)
RR
Oregon
(10/15/2019)
RR
Texas
(8/24/2022)
RR
Utah
(10/15/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 4/17/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/17/1993
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HI
HUB INTERNATIONAL INVESTMENT SERVICES INC.
HUB INTERNATIONAL INVESTMENT SERVICES INC. | HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

CRD#: 150252 / SEC#: , 8-68237

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
900 S Capital Of Tx Highway Suite B60, San Rafael, CA 94903
Mailing Address
900 S Capital Of Tx Highway, Austin, TX 78746
Phone number
(914) 343-6705
Established
Delaware since 12/12/2007
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
0

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
RPW HOLDINGS, LLCSOLE OWNER
CHURBA, JEFFREY ALANINTERIM PRESIDENT2322410
LEE, MARIANE ASHLEYCCO4532268
VALLOW, RONALD EFINOP, POO, PFO4948582

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HUB INTERNATIONAL INVESTMENT SERVICES INC.

CRD#: 150252Encino, CA 91436

TRUST BUT VERIFY

Monitor Lior Avishay

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jon Derek Neuhaus
Jon NeuhausAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
El Segundo, CA
John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Lake Forest, CA
Natalia Carolina Avila
Natalia AvilaAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
SANTA CLARITA, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.