Faranak Gott (CRD# 6345364) is an Investment Advisor Representative working at Intelligence Driven Advisers, LLC in Carlsbad, CA and has over 6 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intelligence Driven Advisers | Carlsbad, CA | May 2019 - Current | 4 |
| Unemployed | San Diego, CA | Sep 2018 - May 2019 | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jul 2016 - Sep 2018 | 2 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | May 2014 - Jul 2016 | 2 |
| River Care | Rockville, MD | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management978MILLIONS
-
Total Number of Accounts1,002ACCOUNTS
-
Average Account Value$975,943
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, HI, IA, IL, IN, LA, MI, NE, NM, OH, OR, TN, TX, UT, VA, WI
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