Fred
Hamsayeh
Pensionmark Financial Group, LLC
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About this Advisor
Fred Hamsayeh is a certified financial planner working out of Las Vegas, Nevada with a total of 4 years of industry experience. Hamsayeh is on the advisory team at Pensionmark Financial Group, LLC. During their career, Hamsayeh has held roles at Fred Hamsayeh, Afg, LLC (Dba: Aegis Financial Group), H.Beck, Inc, Lpl Financial LLC, Pensionmark Financial Group, LLC, Pensionmark Securities, Independent Financial Partners and Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group). Hamsayeh has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California, Louisiana, Nevada and Texas. Pensionmark Financial Group, LLC is a registered investment business based in Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 financial advisors. It administers $27 billion in assets under management between its 7,380 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. Pensionmark Financial Group, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually depend on the type of services offered. Fees charged by Pensionmark Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Fred Hamsayeh Work History
Fred has been registered as a financial advisor for 4 years.*
Pensionmark Securities
Pensionmark Financial Group, LLC
Fred Hamsayeh
Wcg Wealth Advisors, LLC (Dba: The Wealth Consulting Group)
Lpl Financial LLC
Independent Financial Partners
H.Beck, Inc
Afg, LLC (Dba: Aegis Financial Group)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fred Hamsayeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pensionmark Financial Group, LLC
Santa Barbara, CA
San Mateo, CA
San Antonio, TX
Los Angeles, CA
Saint Petersburg, FL
Fort Mill, SC
South Burlington, VT
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
