Sam Javanmard (CRD# 6851821) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Calabasas, CA and has over 4 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Private Wealth Services | Calabasas, CA | Jan 2020 - Current | 4 |
Kestra Investment Services | Calabasas, CA | Nov 2018 - Current | 5 |
Morgan Stanley | Los Angeles, CA | Jun 2018 - Sep 2018 | < 1 |
Goodwill Home Health Services, Inc. | Woodland Hills, CA | Jan 2018 - Jun 2018 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino, CA | Aug 2017 - Dec 2017 | < 1 |
Goodwill Home Health Services, Inc. | Woodland Hills, CA | Sep 2016 - Aug 2017 | < 1 |
California State University Of Northridge | Northridge, CA | Aug 2015 - May 2017 | 1 |
Best Buy Company | Northridge, CA | Aug 2015 - Jul 2016 | < 1 |
Genesis Adult Day Health Care | Winnetka, CA | Jan 2015 - Oct 2015 | < 1 |
Los Angeles Pierce College | Woodland Hills, CA | Feb 2012 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- CA
-
Total Assets Under Management7,300MILLIONS
-
Total Number of Accounts21,652ACCOUNTS
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Average Account Value$337,139
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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