Daryoosh Khalilollahi, financial advisor El Cerrito CA

Daryoosh Khalilollahi

CRD Number: 4827597
Current Firm: Dabk Financial Planning Services

Daryoosh Khalilollahi (CRD# 4827597) is an Investment Advisor Representative working at Dabk Financial Planning Services in El Cerrito, CA and has over 19 years of experience in the finance industry. Daryoosh Khalilollahi 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.

Similar Advisors
William Browne, financial advisor El Cerrito CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor El Cerrito CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Theodore Lew, financial advisor El Cerrito CA
Theodore D. Lew
CRD# 3262592
Captrust
Professional Designations
Company Name Location Dates Years
Dabk, Inc. El Cerrito, CA Jan 1998 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Daryoosh Khalilollahi
Phone Number: 510-558-9208
Firm Website: http://dabk.com
Registered State(s):
  • CA
Current Firm Details
Dabk Financial Planning Services
Firm's CRD Number: 132234
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $900,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Daryoosh Khalilollahi and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.