IN
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Ibrahim Naber

17 Years of Experience
New Freedom, PA
BrokerSells Insurance

Ibrahim Naber is a registered investment advisor at LPL Financial LLC, based in New Freedom, PA, with 17 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

New Freedom, PA

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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 ActivitiesSells Insurance

Ibrahim operates WRI Investments as a DBA for his LPL business since 2021. He also dedicates about 10-20% of his time to Naber Interactive, LLC, a business entity for tax/investment purposes, and minimal time to Modern Life Group, Inc. selling non-variable insurance.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & ReedBroker
October 2015 - July 2021 · 5 yrs 9 mos
Waddell & Reed
October 2015 - July 2021 · 5 yrs 9 mos
Transamerica Financial Advisors, INC.
May 2015 - October 2015 · 5 mos
Transamerica Financial Advisors, INCBroker
May 2015 - October 2015 · 5 mos
Mutual of Omaha Investor Services, INC.
March 2009 - November 2014 · 5 yrs 8 mos
Mutual of Omaha Investor Services, INC.Broker
September 2008 - November 2014 · 6 yrs 2 mos
Ameriprise Financial Services, INC.
May 2008 - July 2008 · 2 mos
Ameriprise Financial Services, INC.Broker
May 2008 - July 2008 · 2 mos
State Registrations16 states
CTDCFLILMAMDMINCNJNYOHPASCUTVAWV
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.