Kamron Bahrami is a registered investment advisor at LPL Financial LLC, based in La Mesa, CA, with 11 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
La Mesa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kamron works as a representative for ICM Lending since 2014. He also owns KJB Financial Services LLC for tax/investment purposes, dedicating about a quarter of his time, with about 10-20% of his time during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations17 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.