AS
AS
Ahmed Soliman
21 Years of Experience
Baton Rouge, LA
3 DisclosuresSells Insurance
Ahmed Soliman is a registered investment advisor at Northstar Financial, INC., based in Baton Rouge, LA, with 21 years of industry experience. Ahmed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.20% |
Fees over $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Baton Rouge, LA
Get directionsHistory
Regulatory History (3)
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Regulatory
September 1992Final
Employment Separation After Allegations
April 1992Criminal
April 1992Final Disposition
Other Business ActivitiesSells Insurance
Ahmed is a licensed insurance agent and the president and owner of Retirement Consultants of Louisiana, selling fixed annuities and life insurance. He is also setting up a new training and consulting business that currently generates no income.
Employment History
Current Registrations
Northstar Financial, INC.
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
February 1984 - April 1992 · 8 yrs 2 mos
Fsc Securities CorporationBroker
October 1983 - January 1984 · 3 mos
Westamerica Financial CorporationBroker
September 1982 - October 1983 · 1 yr 1 mo
State Registrations1 state
LA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.