Samee Aboubakare is a registered investment advisor at LPL Financial LLC, based in Huntington Beach, CA, with 2 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
17011 Beach Blvd Ste 565, Huntington Beach, CA, 92647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samee operates Sporos Wealth Management as a DBA for their LPL business, dedicating full-time hours to this endeavor. Additionally, Samee works full-time as a Strategy & Research Analyst for Forte Labs, a platform for game developers using blockchain technology.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations2 states
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