Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamron? Claim Your ProfileKamron Bahrami is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management and over 1.6 million client accounts. Kamron has been active in the financial services industry since 2014 and holds licenses to conduct business in 18 states, including California, Texas, and New York. Kamron is also registered with the Financial Industry Regulatory Authority (FINRA). In addition to his work with LPL Financial LLC, Kamron has outside employment with ICM Lending, a role he started in 2014. Prior to joining LPL Financial LLC, Kamron worked at SAGEPOINT FINANCIAL, INC. in Phoenix, Arizona. Kamron specializes in financial planning, portfolio management, and consulting services for individuals, businesses, and institutions.
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.
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2
CA
02/02/2022 - Present
LPL Financial LLC (LA MESA CA)
CA
05/08/2014 - 10/29/2021
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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