Sharif Ahmed (CRD# 6426169) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Clarita, CA and has over 9 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Logix Federal Credit Union | Burbank, CA | Aug 2020 - Current | 3 |
| Lpl Financial LLC | Burbank, CA | Sep 2018 - Current | 5 |
| Kinecta Federal Credit Union | El Segundo, CA | Sep 2018 - Aug 2020 | 1 |
| Neilson Financial Services | Los Angeles, CA | Oct 2017 - Aug 2018 | < 1 |
| Stoneledge Furniture LLC | Burbank, CA | May 2016 - Sep 2017 | 1 |
| Parsonex Securities | Englewood, CO | Jun 2016 - Dec 2016 | < 1 |
| Nationalplanning Corporation | Woodland Hills, CA | Dec 2014 - Jun 2016 | 1 |
| Trilogy Financial Services | Woodland Hills, CA | Dec 2014 - Jun 2016 | 1 |
| Musicworks, Inc. | Beverly Hills, CA | Apr 2009 - Oct 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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