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Ibrahim Benedict Al Naber

LPl Financial LLC

New Freedom, PA

CRD 5489587

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21

Branch Locations

New Freedom, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Various Insurance Carriers For W&R Insurance Agencies New Freedom PA 10/2015 07/2021
Naber Interactive New Freedom PA 12/2018 07/2021
Waddell & Reed Inc York PA 10/2015 07/2021
Lpl Financial Llc New Freedom PA 07/2021 Present
  • 10/2015 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    New Freedom, PA
  • 12/2018 → 07/2021
    Naber Interactive
    New Freedom, PA
  • 10/2015 → 07/2021
    Waddell & Reed Inc
    York, PA
  • 07/2021 → Present
    New Freedom, PA
Previous Registrations
Other Businesses

1) 07/2021 - DBA for LPL Business (entity for LPL business) - WRI Investments - Investment Related - Savage, MN 2) 12/10/2018 - Business Entity For Tax/Investment Purposes Only - Naber Interactive, LLC - 15-20Hrs/Mo - Not Investment Related - New Freedom, PA 17349 3) 1/5/2022 - Ibrahim Al Naber, LLC - Not Investment Related - At Reported Business Location(s) & Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 4/1/2022 - Hours Per Month/0 Hours During Securities Trading - Flow through entity for all monies paid by LPL. 4) 07/12/2022 - Modern Life Group, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 07/08/2022 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-19
  • S66 Uniform Combined State Law Examination
    2008-05-19
Other Names
  • Ibrahim Benedict Al Naber

View on SEC IAPD

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