AI
AI

Akram M Ibrahim

11 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

16 Greenmeadow Drive, Suite 201, Timonium, MD, 21093

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Akram works as an Investment Advisor Representative through Kestra Advisory Services, dedicating nearly full-time hours to this role. He also works as an Investment Operations Associate for BFG Financial Advisors and Brotman Financial Group, and as an intermediary for BFG Estate & Tax Services.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 9 yrs 10 mos
Kestra Investment Services, LLCBroker
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
NFP Advisor Services, LLC
June 2015 - September 2016 · 1 yr 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.