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Haider Thamir

34 Years of Experience
Hunt Valley, MD
BrokerSells Insurance

Haider Thamir is a registered investment advisor at LPL Financial LLC, based in Hunt Valley, MD, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

11350 Mc Cormick Rd, Executive Plaza I I I Ste 501, Hunt Valley, MD, 21031-1002

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Haider is involved in several investment-related activities, including DBAs for LPL business, registered investment advisor roles through Summit Investment Advisors, Inc., and real estate rental through Grata, LLC and HF Properties LLC. He dedicates full-time hours to Summit Investment Advisors and minimal time to the real estate ventures.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 8 mos
LPL Financial LLCBroker
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
Summit Financial
August 2016 - September 2025 · 9 yrs 1 mo
LPL Financial LLC
July 2004 - December 2016 · 12 yrs 5 mos
Ws Griffith Securities, INC.
October 2003 - June 2004 · 8 mos
Ws Griffith Securities, INC.Broker
October 2003 - June 2004 · 8 mos
Raymond James Financial Services
January 2003 - July 2003 · 6 mos
Raymond James Financial Services, INC.Broker
January 2003 - July 2003 · 6 mos
Nathan & Lewis Securities, INC.
April 2000 - January 2003 · 2 yrs 9 mos
Nathan & Lewis Securities, INC.Broker
April 2000 - January 2003 · 2 yrs 9 mos
AXA Advisors, LLCBroker
January 1997 - March 2000 · 3 yrs 2 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1997 - January 2000 · 3 yrs
Mimlic Sales CorporationBroker
February 1993 - December 1996 · 3 yrs 10 mos
Equico Securities, INC.Broker
October 1990 - January 1993 · 2 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1990 - January 1993 · 2 yrs 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth

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.
Haider Thamir - Financial Advisor | TrueAdvisor