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Mohammed Eid

LPL Financial LLC
19 Years of Experience
Ontario, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mohammed Eid is a registered investment advisor at LPL Financial LLC, based in Ontario, CA, with 19 years of industry experience. Mohammed 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

4330 E. Mills Circle Road, Ontario, CA, 91764

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History

Regulatory History (1)
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Judgment / Lien
July 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
May 2026 - Present · 5 mos
LPL Financial LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Cuso Financial Services, L.P.
May 2023 - April 2025 · 1 yr 11 mos
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May 2023 - April 2025 · 1 yr 11 mos
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December 2020 - April 2023 · 2 yrs 4 mos
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June 2017 - December 2020 · 3 yrs 6 mos
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April 2013 - July 2017 · 4 yrs 3 mos
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April 2013 - July 2017 · 4 yrs 3 mos
Investacorp, INC.Broker
February 2012 - March 2012 · 1 mo
Investacorp Advisory Services INC
February 2012 - March 2012 · 1 mo
Citigroup Global Markets INC.
October 2010 - December 2011 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
October 2010 - December 2011 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - March 2010 · 11 mos
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March 2009 - March 2010 · 1 yr
Banc of America Investment Services, INC.
June 2008 - March 2009 · 9 mos
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June 2008 - March 2009 · 9 mos
John Hancock Distributors LLC
June 2005 - December 2006 · 1 yr 6 mos
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May 2005 - June 2008 · 3 yrs 1 mo
Atlas Securities, INC.Broker
March 2005 - May 2005 · 2 mos
Morgan Stanley
January 2004 - November 2004 · 10 mos
Morgan Stanley Dw INC.Broker
November 2003 - November 2004 · 1 yr
National Planning CorporationBroker
May 2003 - September 2003 · 4 mos
State Registrations10 states
AZCAFLGAIDNYRITNTXWA
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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