Kashif Ahmed is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bedford, MA, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
165 Middlesex Tpke Ste 101, Bedford, MA, 01730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kashif teaches finance and investment courses at Suffolk University and Bentley University, and is involved with several real estate rental LLCs (Q8 Group, LLC and Q8TX Group LLC). TCB Group, LLC is a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Investors CorporationBroker
State Registrations12 states
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