Fadi Mansour
Fadi Mansour is a CFP-designated registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, 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
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
10111 Adams Ave., Huntington Beach, CA, 92646
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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
Fadi operates under the DBAs Orange County's Retirement & Investment Services and Orange County's Wealth Management for his LPL business. He also rents out real estate and a car, and is an agent offering health insurance and Medicare plans.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mercer Allied Company, L.P.Broker
The Ayco Company,l.p.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.