Sean Tomajan is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 10 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
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Sean operates Muhareb Wealth Management as a DBA for his LPL business since 2021. This activity is investment-related and takes up nearly all of Sean's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Founders Financial Securities LLCBroker
Founders Financial Securities, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
T3 Trading Group, LLCBroker
Wts Proprietary Trading Group LLCBroker
State Registrations1 state
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