Arash Kadivar (CRD# 4852856) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 15 years of experience in the finance industry. Arash Kadivar 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# 5648094
Highpoint Planning Partners
CRD# 5569194
Amplify Investments LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Naperville, IL | Sep 2019 - Current | 4 |
| Highpoint Advisor Group, LLC | Naperville, IL | Sep 2019 - Current | 4 |
| Unemployed | Ellicott City, MD | Apr 2019 - Sep 2019 | < 1 |
| Student | Denver, CO | Jul 2018 - Apr 2019 | < 1 |
| Td Ameritrade | Denver, CO | Apr 2018 - Jun 2018 | < 1 |
| Unemployed | Denver, CO | Oct 2017 - Mar 2018 | < 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Feb 2017 - Sep 2017 | < 1 |
| Charles Schwab Bank | Lone Tree, CO | Feb 2017 - Sep 2017 | < 1 |
| Alps Holdings | Denver, CO | Nov 2016 - Jan 2017 | < 1 |
| Unemployed | Denver, CO | Jun 2016 - Oct 2016 | < 1 |
| Beaumont Financial Partners, LLC | Denver, CO | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
| S63 | Uniform Securities State Law Examination | Dec 2016 |
- IL
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Total Assets Under Management3,001MILLIONS
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
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