HA
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Hedyeh Arjomand

20 Years of Experience
Bothell, WA
Broker

Hedyeh Arjomand is a registered investment advisor at LPL Financial LLC, based in Bothell, WA, with 20 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

12100 NE 195th Street, Suite 200, Bothell, WA, 98011

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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

Hedyeh operates HUB Retirement and Wealth Management as a DBA for her LPL business and is also a Registered Investment Advisor DBA. She works full-time as a Hybrid Client Service Administrator for HUB International and owns rental real estate.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 6 mos
Global Retirement Partners LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Conover Securities Corporation
June 2018 - September 2023 · 5 yrs 3 mos
Conover Capital Management
June 2018 - December 2022 · 4 yrs 6 mos
Conover Securities CorporationBroker
February 2006 - September 2023 · 17 yrs 7 mos
State Registrations1 state
WA
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.