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Amr Elgamal

17 Years of Experience
Broker

Amr Elgamal is a registered investment advisor at RBC Securities, INC., based in Irvine, CA, with 17 years of industry experience. Amr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,451 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
121 advisors
Number of Clients
1,451 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$500

RBC Securities offers a wrap fee program where you pay a single bundled fee that covers portfolio management, transaction costs, and custodial services. The fee is based on the market value of your account.

For Moderate Growth & Income, Growth & Income, Capital Growth, and Aggressive Capital Growth strategies:

  • 1.25% annually on the first $1,000,000
  • 1.00% annually on assets over $1,000,000

For Diversified Fixed Income and Conservative Growth & Income strategies:

  • 0.80% annually on the first $1,000,000
  • 0.65% annually on assets over $1,000,000

There is a $500 minimum annual fee. These fees are negotiable in certain circumstances.

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Location

18111 Von Karman Ave., 4th Floor, Irvine, CA, 92612

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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 Activities

Amr is an employee of Comerica Bank, acting as a licensed individual. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
RBC Securities, INC.
March 2026 - Present · 1 mo
RBC Securities, INCBroker
February 2026 - Present · 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2024 - February 2026 · 1 yr 5 mos
Ameriprise Financial Services, LLCBroker
September 2024 - February 2026 · 1 yr 5 mos
LPL Financial LLCBroker
July 2023 - September 2024 · 1 yr 2 mos
LPL Financial LLC
July 2023 - September 2024 · 1 yr 2 mos
Bancwest Investment Services, INC. (bwis)
October 2018 - July 2023 · 4 yrs 9 mos
Bancwest Investment Services, INC.Broker
October 2018 - July 2023 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2011 - October 2018 · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2018 · 7 yrs 9 mos
Wells Fargo Investments, LLC
August 2008 - January 2011 · 2 yrs 5 mos
Wells Fargo Investments, LLCBroker
August 2008 - January 2011 · 2 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amr Elgamal - Financial Advisor | TrueAdvisor