Ahmed Stephens
Ahmed Stephens is a registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 19 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
Orlando, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2024Judgment / Lien
June 2012Other Business Activities
Ahmed owns real estate, buying and renovating old houses in Orlando for first-time homebuyers/renters since 2015. This takes a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Nbc Securities, INC.
Nbc Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.