Unclaimed
Edmond Karam is a financial advisor with over 14 years of experience in the financial industry. Edmond is currently registered with LPL Financial LLC in California and Tennessee. Edmond specializes in working with individuals, corporations, high-net-worth individuals, and charitable organizations. Edmond provides a variety of financial services including financial planning, portfolio management, and investment advisory services. Previously, Edmond worked with Royal Alliance Associates, Inc. in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/18/2024 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
06/29/2009 - 07/17/2019
ROYAL ALLIANCE ASSOCIATES, INC. (ANAHEIM CA)
BOTH
Issued 07/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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