AK
AK
Adham Kaibni
25 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Adham Kaibni is a registered investment advisor at LPL Financial LLC, based in Coral Gables, FL, with 25 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.
Loading...
Location
Coral Gables, FL
Get directionsHistory
Regulatory History (1)
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
September 2008Denied
Employment History
Current Registrations
LPL Financial LLCBroker
June 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2023 · 13 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2023 · 13 yrs 8 mos
Banc of America Investment Services, INC.Broker
February 2006 - October 2009 · 3 yrs 8 mos
Banc of America Investment Services, INC.
February 2006 - October 2009 · 3 yrs 8 mos
Morgan Stanley
April 2001 - February 2006 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
March 2001 - February 2006 · 4 yrs 11 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - December 2000 · 8 mos
State Registrations16 states
CACOCTDCFLMAMDMEMTNCNJNYPATXVAWA
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.