Ali MahbodCRD 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 6 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|E*trade Securities LLC||Alpharetta, GA||Jun 2015 - Current||2|
|E*trade Capital Management LLC||Alpharetta, GA||Jun 2015 - Current||2|
|Georgia High School Soccer Association||Atlanta, GA||Jan 2015 - Current||2|
|United States Soccer Federation||Metairie, LA||Sep 2004 - Current||13|
|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|
Total Assets Under Management3,199MILLIONS
Total Number of Accounts19,200ACCOUNTS
Average Account Value$166,610
- A percentage of assets under your management
- 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
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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