Samineh Shaeghi is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Jose, CA, with 14 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
965 S De Anza Blvd, San Jose, CA, 95129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samineh owns rental real estate property in San Jose, CA since 2022, dedicating minimal time to it. She also operates under the DBA "BMO Investment Services" for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Bancwest Investment Services, INC.Broker
State Registrations18 states
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