FD
FD

Fadwa Dahhan

27 Years of Experience
Woodland Hills, CA
Broker

Fadwa Dahhan is a registered investment advisor at LPL Financial LLC, based in Woodland Hills, CA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

22900 Ventura Blvd. Suite 170, Woodland Hills, CA, 91364

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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 Activities

Fadwa works as a travel agent with America Travel Companies, dedicating minimal time to this role. She also operates Dahhan Wealth Management and Dahhan Wealth Management Inc. for her LPL business and tax/investment purposes, respectively, spending full-time hours on the latter. Fadwa also owns Nephron LLC, a medical real estate rental and management company.

Employment History
Current Registrations
LPL Financial LLC
May 1999 - Present · 27 yrs 4 mos
LPL Financial LLCBroker
January 1999 - Present · 27 yrs 8 mos
State Registrations3 states
CANYTX
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.
Fadwa Dahhan - Financial Advisor | TrueAdvisor