Arrash Zare (CRD# 6597940) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 7 years of experience in the finance industry. Arrash Zare 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# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Anaheim, CA | Jun 2022 - Current | 1 |
| Lpl Financial LLC | Irvine, CA | Jul 2021 - Jun 2022 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Fullerton, CA | Jun 2018 - Jul 2021 | 3 |
| Waddell & Reed, Inc. | Costa Mesa, CA | Jun 2018 - Jul 2021 | 3 |
| Foresters Advisory Services | Monrovia, CA | Jan 2018 - Jun 2018 | < 1 |
| Foresters Financial Services | Monrovia, CA | Jan 2017 - Jun 2018 | 1 |
| Foresters Financial Services | Monrovia, CA | Apr 2016 - Jan 2017 | < 1 |
| Unemployed | Fullerton, CA | Oct 2015 - Mar 2016 | < 1 |
| Utc:aerospace | Riverside, CA | Sep 2015 - Oct 2015 | < 1 |
| Student | Riverside, CA | Sep 2005 - Sep 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- CA
- ID
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Total Assets Under Management1,054MILLIONS
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Total Number of Accounts2,750ACCOUNTS
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Average Account Value$383,393
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, GA, ID, NV, OR, TN, TX, UT
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