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Ahmed Ghulamali

LPL Financial LLC
31 Years of Experience
Irvine, CA
BrokerSells Insurance
View SEC Summary
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Ahmed Ghulamali is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 31 years of industry experience. Ahmed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2601 Main Street, Suite 100, Irvine, CA, 92614

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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

Ahmed is a life insurance agent with Trilogy Financial Services since 2015, dedicating about half their time to this activity. Ahmed also provides investment advisory services through Trilogy Capital, Inc. and works as a driving instructor.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Trilogy Capital, INC.
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2010 - December 2015 · 5 yrs 2 mos
National Planning CorporationBroker
October 2001 - November 2017 · 16 yrs 1 mo
Sunamerica Securities, INC.Broker
January 1995 - October 2001 · 6 yrs 9 mos
State Registrations10 states
AZCACOIDKYMIORSCTXWA
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.
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