Omar Velasco has been an investment adviser representative at K2 Financial since September 2022, and is not listed among the firm’s executive officers or direct owners.
K2 Financial Inc. is a Glendora, CA firm with $192M under management, 393 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Omar Velasco’s longest registration is the current one, 4 years at Lincoln Investment since 2022.
- Lincoln InvestmentAlso current– present · 4 yearsGlendora, CA · Adviser representative · Firm CRD 519
Investment adviser representative registrations
Omar Velasco is registered as an investment adviser representative in California, since August 2022.
- CaliforniaSince 30 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 1 August 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2022 |
| SIE | Securities Industry Essentials Examination | 31 July 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7591219
- Firm
- K2 Financial · CRD 300913
- Office
- 233 SOUTH GLENDORA AVENUE, Glendora, CA 91741
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Omar Velasco work?
Omar Velasco is an investment adviser representative registered through K2 Financial Inc. since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Omar Velasco a financial advisor?
Yes. Omar Velasco has a current investment-adviser registration in California, through K2 Financial since September 2022.
How many years of experience does Omar Velasco have?
Omar Velasco has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Omar Velasco passed?
Omar Velasco has passed 4 licensing exams: the SIE, Series 65, Series 6TO and Series 63. The earliest, the SIE, was passed in July 2021.
Where is Omar Velasco based?
Omar Velasco’s registered office is in Glendora, CA.
Is Omar Velasco registered with FINRA?
Yes. Omar Velasco has a current broker registration, under CRD 7591219.
Source: FINRA BrokerCheck
How can I verify Omar Velasco’s record?
Search CRD 7591219 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Omar Velasco’s full registration record.
