AG
AG

Ahmed Iqbal Ghulamali

30 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

2601 Main Street, Suite 100, Irvine, CA, 92614

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ahmed is a life insurance agent with Trilogy Financial Services since 2015, dedicating about half their time to this activity. Ahmed also provides investment advisory services through Trilogy Capital, Inc. and works as a driving instructor.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 3 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 3 mos
Trilogy Capital, INC.
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
October 2010 - December 2015 · 5 yrs 2 mos
National Planning CorporationBroker
October 2001 - November 2017 · 16 yrs 1 mo
Sunamerica Securities, INC.Broker
January 1995 - October 2001 · 6 yrs 9 mos
State Registrations10 states
AZCACOIDKYMIORSCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ahmed Iqbal Ghulamali - Financial Advisor | TrueAdvisor