Mogammad Petersen is a registered investment advisor at Lri Investments, based in Newtown, PA, with 7 years of industry experience. Mogammad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LRI Investments manages investments for a fee that will generally not exceed 2% of the value of your portfolio per year, though it may be higher depending on the complexity of your situation. The fee is deducted quarterly. You'll receive statements from the custodian detailing the advisory fees.
Location
109 Pheasant Run, Newtown, PA, 18940
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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.
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Mogammad works full-time as a retirement consultant for JKJ Financial Services, providing client service and support. He also dedicates full-time hours to M Holdings Securities, Inc. and LRI Investments, LLC, providing broker/dealer services and investment advisory services, respectively.
Employment History
Current Registrations
Lri Investments
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
State Registrations1 state
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.