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Kamel Miqdadi

Pure Financial Advisors, LLC

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About Kamel Miqdadi

Kamel Miqdadi is an investment advisor representative at Pure Financial Advisors, LLC. Kamel is a Certified Financial Planner and has been in the financial services industry since 2008. Kamel specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Kamel is also registered with the state of California as an investment advisor representative. Prior to joining Pure Financial Advisors, LLC, Kamel was employed by MML Investors Services, LLC.

Firm Information

Kamel Miqdadi is currently registered with Pure Financial Advisors, LLC. Pure Financial Advisors, LLC is a financial advisor based in San Diego, California. They provide a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and charitable organizations. The firm has over 56 investment advisor representatives and manages approximately $6.3 billion in assets for over 17,000 clients.
Pure Financial Advisors, LLC

3131 CAMINO DEL RIO N

SAN DIEGO, CA 92108

$6.29B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kamel Miqdadi’s Registration & Firm History

CA

11/16/2023 - Present

Pure Financial Advisors, LLC (SAN DIEGO CA)

CA

08/08/2018 - 12/14/2021

MML INVESTORS SERVICES, LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 12/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kamel Miqdadi.
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