Ali Mahbod, financial advisor Alpharetta GA
93 score

Ali Mahbod

CRD Number: 5879992
Current Firm: E*trade Capital Management, LLC

Ali Mahbod (CRD# 5879992) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Alpharetta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Jun 2015 - Current 1
E*trade Capital Management LLC Alpharetta, GA Jun 2015 - Current 1
Georgia High School Soccer Association Atlanta, GA Jan 2015 - Current 1
United States Soccer Federation Metairie, LA Sep 2004 - Current 12
Valic Financial Advisors, Inc. Atlanta, GA Nov 2014 - Jun 2015 < 1
Edward Jones Investments St Louis, MO Jan 2011 - May 2014 3
Tulane University New Orleans, LA Sep 2009 - May 2010 < 1
Magazine Spur New Orleans, LA May 2008 - May 2008 < 1
M & M Imports New Orleans, LA Jan 2000 - Nov 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Ali Mahbod
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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