Samer Hilal
Samer Hilal is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 30 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
3750 Park East Dr Suite 200, Beachwood, OH, 44122
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Regulatory History (1)
Employment Separation After Allegations
May 2020Other Business ActivitiesSells Insurance
Samer works full-time at Stratos Wealth Partners and Stratos Wealth Partners, LTD as an investment advisor. He also has several insurance-related activities, including The Ohio State Life Insurance Company, Berson-Sokol Agency, Inc, and Cleveland Insurance Solutions Group LLC, taking minimal time for each.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.