Yama Jamili is a CFP-designated registered investment advisor at LPL Financial LLC, based in Culver City, CA, with 18 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
8770 Washington Blvd, Culver City, CA, 90232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yama is a DBA for LPL Business through BMO Investment Services and Head of Northern California and Pacific Northwest Private Wealth at BMO Bank NA, dedicating full-time hours. Yama also co-owns M & J Family LLC and owns real estate rentals held in the name of a family trust, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
State Registrations3 states
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