Anowar Osmani is a registered investment advisor at LPL Financial LLC, based in Mineola, NY, with 23 years of industry experience. Anowar 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
411 Jericho Turnpike, Mineola, NY, 11501
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2012Other Business Activities
Anowar co-owns Lorraine & Real Estate Management LLC and Tas Tan Tam Real Estate Management LLC, and is Vice President at Red Apple Tax & Professional Inc., all investment-related, and spends minimal time on each. Anowar is also a Notary in the State of NY and operates Flagstar Wealth Services as a DBA for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Signature Securities Group CORP.
Signature SecuritiesBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
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.
Exams
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