Kamal Malhis
Kamal Malhis is a registered investment advisor at Ameriprise Financial Services, LLC, based in McLean, VA, with 16 years of industry experience. Kamal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
8401 Greensboro Dr, Ste 230, McLean, VA, 22102-3598
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2013Other Business ActivitiesSells Insurance
Kamal is involved in independent insurance brokering with Jackson and AXA since 2019, focusing on fixed annuities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Edward Jones
Edward JonesBroker
State Registrations16 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.
Exams
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