Kamran Mahmood
Kamran Mahmood is a registered investment advisor at Second Line Capital, LLC, based in Metairie, LA, with 24 years of industry experience. Kamran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,196 clients with $1.3B 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 | 2.00% |
Annual management fee can be up to 2.00% and is determined by the investment advisor representative.
Fee Estimator
Location
2800 Veterans Memorial Blvd., Suite 220, Metairie, LA, 70002
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2015Customer Dispute
December 2014Customer Dispute
July 2012Other Business Activities
Kamran owns Kbank LLC, a real estate rental property, and spends minimal time on it. He also owns KAMERICA, LLC, a real estate holding company and investment/rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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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