Kamyar R. Khadivi

PACIFIC SELECT DISTRIBUTORS

Newport Beach, CA 92660

Some features on this profile are disabled

CRD#: 6513658

Professional summary

Kamyar Reza Khadivi, who also goes by Kamyar Khadivi, Kam R Khadivi, Kam Khadivi, Kamyar R Khadivi, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.

Kamyar is registered as a RR (Registered Representative) and started their career in finance in 2022. Kamyar has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kamyar Khadivi | Kam R Khadivi | Kam Khadivi | Kamyar R Khadivi

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.

1 - WealthWise Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s).

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kamyar Reza Khadivi's CRS (Customer Relationship Summary).

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

September 12, 2025 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 700 Newport Center Drive, Newport Beach, CA 92660

CRD#: 4452

Newport Beach, CA

Past

January 31, 2025 - September 10, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVINE, CA

Past

January 31, 2025 - September 10, 2025

LPL FINANCIAL LLC

CRD#: 6413

IRVINE, CA

Past

November 14, 2024 - January 16, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

IRVINE, CA

Past

November 14, 2024 - January 16, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

IRVINE, CA

Past

August 9, 2023 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

IRVINE, CA

Past

August 5, 2022 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

IRVINE, CA

State Registrations and Notice Filings

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

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

California
(9/12/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 6/2/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/5/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/8/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452 / SEC#: , 8-15264

Broker-Dealer Firm Regulated by FINRA (Los Angeles 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

700 Newport Center Drive, Newport Beach, CA 92660-6397

Mailing Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Phone number

(949) 219-6579

Established

Delaware since 01/01/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PACIFIC LIFE INSURANCE COMPANY	PARENT OF APPLICANT
DARE, BARBARA ALYCE	VICE PRESIDENT	5074108
KISSEL, GEOFFREY P	CHIEF EXECUTIVE OFFICER	7499710
LA ROQUE, SUZANNE MARIE	ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	4222767
SMITH, TREVOR TIMOTHY	VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER	4844953
YAMAUCHI, STARLA CHIN	VICE PRESIDENT, CORPORATE SECRETARY	7721024

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.

Similar Advisors

Barton Pearce

PARK AVENUE SECURITIES LLC

IAR

IRVINE, CA

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Michael Jensen

FALCON WEALTH PLANNING, INC.

IAR

Irvine, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kamyar R. Khadivi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kamyar Reza Khadivi's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/2/2023

Series 63

Date: 3/13/2020

Series 7TO

Date: 8/5/2022

SIE

Date: 5/8/2020

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PACIFIC SELECT DISTRIBUTORS, LLC

TRUST BUT VERIFY

Similar Advisors