Jamil Dada is a registered investment advisor at LPL Financial LLC, based in Riverside, CA, with 36 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
6570 Magnolia Ave, Riverside, CA, 92506
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jamil is the Vice President of Investment Services at Provident Bank, acting as Program Manager and OSJ for investment services dealing with LPL Financial. He is a producing principal, with his income derived from sales through LPL Financial, dedicating all of his time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Dfc Investor Services
Dfc Investor ServicesBroker
National Planning CorporationBroker
Fiserv Investor Services, INC.Broker
Aegon USA Securities INC.Broker
American Express Financial Advisors INC.Broker
State Registrations11 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.