Zaheer Poptani, financial advisor Baton Rouge LA

Zaheer Poptani

CRD Number: 4325262
Current Firm: Dent Wealth Advisors

Zaheer Poptani (CRD# 4325262) is an Investment Advisor Representative working at Dent Wealth Advisors in Baton Rouge, LA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Dent Asset Management Baton Rouge, LA Oct 2009 - Current 12
Dent Asset Management Baton Rouge, LA May 2000 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Zaheer Poptani
Phone Number: 225-922-9955
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    294
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $534,394
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, TX

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