Fadi MansourCRD Number: 5561823
Current Firm: The Ayco Company,l.p.
Fadi Mansour (CRD# 5561823) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 8 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|The Ayco Company, L.p./mercer Allied||Irvine, CA||Aug 2015 - Current||1|
|Bank Of America, N.a.||Long Beach, CA||Mar 2014 - Aug 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Long Beach, CA||Feb 2014 - Aug 2015||1|
|Lincoln Financial Advisors||Irvine, CA||Feb 2012 - Feb 2014||2|
|Axa Advisors, LLC||New York, NY||Sep 2008 - Jan 2012||3|
|Unemployed||Huntington Beach, CA||Apr 2008 - Aug 2008||< 1|
|Debt Choice||Costa Mesa, CA||Jan 2008 - Apr 2008||< 1|
|Liberty Tax||Huntington Beach, CA||Jan 2008 - Apr 2008||< 1|
|Unemployed||Huntington Beach, CA||Aug 2007 - Dec 2007||< 1|
|Sustainable Dev. Research Found.||Thailand,||Feb 2007 - Aug 2007||< 1|
|Roberta Ortega / State Of Calif.||Westminster, CA||Jan 2007 - Jan 2007||< 1|
|Oz Drive||Phi Phi Island,||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management27,267MILLIONS
Total Number of Accounts46,300ACCOUNTS
Average Account Value$588,929
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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