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Irshad Bannister

LPL Financial LLC
18 Years of Experience
Toledo, OH
1 DisclosureBroker
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Irshad Bannister is a registered investment advisor at LPL Financial LLC, based in Toledo, OH, with 18 years of industry experience. Irshad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Toledo, OH

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History

Regulatory History (1)
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Criminal
June 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Irshad is a board member for Washington Local Schools and Fellowship of Christian Athletes, and manages J & Shad LLC for tax/investment purposes, dedicating a few hours per week to each. Irshad also operates Stealth Financial Advisors LLC as a DBA for LPL business, spending about a quarter of his time on it.

Employment History
Current Registrations
LPL Financial LLC
March 2020 - Present · 6 yrs 7 mos
LPL Financial LLCBroker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
January 2012 - March 2020 · 8 yrs 2 mos
Transamerica Financial Advisors, INC.
January 2012 - March 2020 · 8 yrs 2 mos
Investment Advisors International, INC.
September 2010 - January 2012 · 1 yr 4 mos
World Group Securities, INC.Broker
March 2008 - January 2012 · 3 yrs 10 mos
State Registrations8 states
CAFLILMDMIOHSCVA
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.
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