Neelab Hakami
Neelab Hakami is a registered investment advisor at LPL Financial LLC, based in Los Angeles, CA, with 15 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
11620 Wilshire Boulevard, Suite 400, Los Angeles, CA, 90025
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Neelab operates Perennial Financial Services as a DBA for LPL business and as a registered investment advisor, dedicating nearly full-time hours to these activities. Neelab also sells non-variable insurance products and is involved with TrueNorth Capital Wealth Management for tax/investment purposes only.
Employment History
Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Scottrade, INC.Broker
State Registrations4 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.