HN
HN

Hossam Nasser

21 Years of Experience
Tampa, FL
Broker

Hossam Nasser is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 21 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

6536 E Hillsborough Ave, Tampa, FL, 33610

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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

Hossam operates under the DBA Suncoast Investment Services for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
CUNA Brokerage Services, INC.
October 2021 - May 2022 · 7 mos
CUNA Brokerage Services, INC.Broker
October 2021 - May 2022 · 7 mos
Ameriprise Financial Services, LLC
January 2020 - September 2021 · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
January 2020 - September 2021 · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
July 2012 - December 2019 · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
June 2012 - December 2019 · 7 yrs 6 mos
Raymond James & Associates, INC.
March 2005 - May 2012 · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
November 2004 - May 2012 · 7 yrs 6 mos
State Registrations21 states
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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.
Hossam Nasser - Financial Advisor | TrueAdvisor