Sami Farag
Sami Farag is a registered investment advisor at Independent Financial Partners, based in Los Angeles, CA, with 30 years of industry experience. Sami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
8632 S Sepulveda Blvd, Los Angeles, CA, 90045
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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.
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Sami works as a consultant for Unify Investment Solutions, dedicating full-time hours to this investment-related role. Sami is also a board member at Holy Resurrection Coptic Orthodox Church, spending minimal time providing general services, and a trustee for the Farag Family Trust.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Ifp Securities, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Xcu Capital Corporation, INC.Broker
Xcu Capital Corporation, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Fimco Securities Group, INC.Broker
State Registrations10 states
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