Mushtaq Ahmed
Mushtaq Ahmed is a registered investment advisor at Equitable Advisors, LLC, based in Fulshear, TX, with 30 years of industry experience. Mushtaq operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
Fulshear, TX
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2019Customer Dispute
May 2015Customer Dispute
November 2010Customer Dispute
May 1999Other Business ActivitiesSells Insurance
Mushtaq works as a security officer at a warehouse, dedicating about 10-20% of his time. He is also involved in an outside insurance business with Synergy Life Brokerage Group LLC.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
The Equitable Life Assurance Society of the United StatesBroker
State Registrations10 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.