Ahmed Mahmood
Ahmed Mahmood is a registered investment advisor at Wakil Wealth Advisory LLC, based in Lawrenceville, GA, with 17 years of industry experience. Ahmed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 33 clients with $4.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Location
Lawrenceville, GA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ahmed owns Mahmood Holdings LLC, a property management company, and works as an independent insurance agent. He also serves as an arbitrator for FINRA, dedicating minimal time to this role.
Employment History
Current Registrations
Wakil Wealth Advisory LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wallstreet*e Financial Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations3 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.