Mehrdad Bidarian
Mehrdad Bidarian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lexington, KY, with 32 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
220 E Reynolds Rd #A1, Lexington, KY, 40517
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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 ActivitiesSells Insurance
Mehrdad operates Moneyline Wealth Management as a DBA for his LPL business, spending about a quarter of his time on it. He also operates Moneyline Financial Services, selling various insurance products including life, disability, health, nursing home, and fixed annuities, dedicating about 40% of his time to this activity. Additionally, Mehrdad is involved in real estate rental, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Mariner Financial Services, INC.Broker
Jackson National Financial Services, INC.Broker
State Registrations18 states
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