Said Abouomar
Said Abouomar is a CFP-designated registered investment advisor at LPL Financial LLC, based in Holmdel, NJ, with 31 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
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2005Other Business ActivitiesSells Insurance
Said provides investment advisory services through Private Portfolio Partners LLC, dedicating full-time hours to this activity. He also works as an insurance agent, spending minimal time on this activity, and operates Archway Wealth Management as a DBA for his LPL business, also full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.Broker
Vfinance InvestmentsBroker
Vfinance Investments, INCBroker
Kirlin Securities INC.Broker
Preferred Securities Group, INC.Broker
H.J. Meyers & CO., INC.Broker
Gkn Securities CORP.Broker
Commonwealth AssociatesBroker
Lew Lieberbaum & CO., INC.Broker
State Registrations16 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.