Mostafa Rezai, financial advisor Campbell CA
93 score

Mostafa Rezai

CRD Number: 1063232
Current Firm: Npb Financial Group, LLC

Mostafa Rezai (CRD# 1063232) is an Investment Advisor Representative working at Npb Financial Group, LLC in Campbell, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Npb Financial Group, LLC Burbank, CA Jun 2014 - Current 2
Planmember Securities Corporation Carpinteria, CA Aug 2011 - Jun 2014 2
Employee Benefits Services Group Campbell, CA May 2007 - Jun 2014 7
Financial Network Investment Corporation El Segundo, CA Aug 2008 - Aug 2011 3
Pension Planners Securities Sacramento, CA May 2007 - Aug 2008 1
Unemployed/retired San Jose, CA Dec 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Mostafa Rezai
Phone Number: 818-827-7132
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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