Osaic Wealth
43yrs
Top advisor by experience in Huntington Beach
3yrs
Samee Aboubakare
Financial advisor at LPL Financial
Based in Huntington Beach, California, Samee Aboubakare is a fiduciary financial advisor with 3 years of industry experience. Samee has been with LPL Financial since 2024. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 186 advisors with offices in Huntington Beach, and one of 159 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office17011 Beach Blvd Suite 565, Huntington Beach, CA 92647
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
Contact Samee
Local office(714) 841-9050Ask for Samee. (704) 733-3300Main office · Fort Mill, SC 17011 Beach Blvd Suite 565Huntington Beach, CA 92647Office · Get directions Facebook pageLPL Financial
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Questions to ask Samee
Tailored to Samee’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Samee
How do I contact Samee?
Call Samee’s local office at (714) 841-9050 or the LPL Financial main office at (704) 733-3300, and ask for Samee Aboubakare.
How long has Samee been a financial advisor?
Samee has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Samee hold?
Series 66. Tap any license on this page to see what it allows.
Is Samee a fiduciary?
Samee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Samee paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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