Jamshid Hoorfar
Jamshid Hoorfar is a registered investment advisor at LPL Financial LLC, based in Lee'S Summit, MO, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
202 SW Market St, Lee'S Summit, MO, 64063
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Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Jamshid operates Dynasty Wealth Management as a DBA for LPL business, dedicating full-time hours to it. He also works as a non-variable insurance broker through Ash Brokerage and is the President of Dynasty Wealth Management Insurance Agency, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations10 states
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.