Genti Basha is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 12 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
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Genti is involved with Basha Wealth Management LLC as a DBA for LPL business, dedicating about a quarter of his time. He also spends minimal time on Basha Estate Planning and about 10-20% of his time on Great Synergy LLC, which is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Vanguard Marketing CorporationBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations5 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.