Ali Mahbod (CRD# 5879992) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Atlanta, GA and has over 13 years of experience in the finance industry. Ali Mahbod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta, GA | May 2020 - Current | 3 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | May 2020 - Current | 3 |
| United States Soccer Federation | Metairie, LA | Sep 2004 - Current | 19 |
| Mavs | Atlanta, GA | Jan 2019 - Jun 2020 | 1 |
| Smartpath Inc. | Atlanta, GA | Sep 2018 - Jun 2019 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Jun 2015 - May 2018 | 2 |
| E*trade Capital Management LLC | Alpharetta, GA | Jun 2015 - May 2018 | 2 |
| Valic Financial Advisors, Inc. | Atlanta, GA | Nov 2014 - Jun 2015 | < 1 |
| Edward Jones Investments | St Louis, MO | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- GA
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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