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E. Mosallam

LPL Financial LLC
29 Years of Experience
Bingham Farms, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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E. Mosallam is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 29 years of industry experience. E. 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
—
View Full SEC Brochure

Location

32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2011
Denied
Customer Dispute
May 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

E. is an agent for Spartan Wealth Management, selling insurance products and fixed annuities, dedicating about 10-20% of their time. E. is also a part owner of Spartan Wealth Management and 32600 Telegraph LLC, a board member of the Detroit Wayne County Stadium Authority, and involved with Card Network and Sophia Nick LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Spartan Wealth Management
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
November 2020 - July 2025 · 4 yrs 8 mos
Cadaret Grant & CO INC
November 2020 - July 2025 · 4 yrs 8 mos
Cambridge Investment Research, INC.Broker
August 2018 - November 2020 · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
August 2018 - November 2020 · 2 yrs 3 mos
AXA Advisors, LLC
July 2010 - August 2018 · 8 yrs 1 mo
AXA Advisors, LLCBroker
February 1997 - August 2018 · 21 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1997 - January 2000 · 2 yrs 11 mos
State Registrations15 states
AZCACOCTFLGAMDMIMONJNYOHUTVAWA
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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