Naumdar Akhavan (CRD# 4914714) is an Investment Advisor Representative working at Valkyrie Private Wealth Management in Ammon, ID and has over 19 years of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 5727397
Arkadios Wealth Advisors
CRD# 862550
Intermountain Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valkyrie Wealth LLC | Ammon, ID | Mar 2023 - Current | 1 |
| Mutual Securities, Inc. | Camarillo, CA | Oct 2016 - Current | 7 |
| Summit Wealth And Retirement Partners | Danville, CA | Aug 2016 - Current | 7 |
| Morgan Stanley | San Francisco, CA | Jan 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
- ID
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts57ACCOUNTS
-
Average Account Value$752,241
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID
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