Sharif Ahmed is a registered investment advisor at LPL Financial LLC, based in Simi Valley, CA, with 9 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
1855 Cochran St Ste 108, Simi Valley, CA, 93065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sharif operates as Logix Financial Services, a DBA for his LPL business, dedicating full-time hours during securities trading. He also owns rental real estate, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Parsonex Securities, INC.Broker
National Planning CorporationBroker
State Registrations6 states
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