Niina BagdasarCRD Number: 5623143
Current Firm: Westpark Capital, Inc.
Niina Bagdasar (CRD# 5623143) is an Investment Advisor Representative working at Westpark Capital, Inc. in Irvine, CA and has over 8 years of experience in the finance industry. Niina Bagdasar 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Westpark Capital Inc.||Irvine, CA||Jul 2016 - Current||1|
|Newport Coast Securities||Newport Beach, CA||Feb 2012 - Jul 2016||4|
|Various Insurance Carriers For W&r Insurance Agencies||Newport Beach, CA||May 2009 - Dec 2011||2|
|Waddell & Reed, Inc.||Costa Mesa, CA||Dec 2008 - Dec 2011||3|
|Keller Williams Realty||Huntington Beach, CA||Jun 2008 - Jan 2010||1|
|Cal Coast Advisory||Newport Beach, CA||Jan 2007 - Jan 2009||2|
|Keller Williams Realty||Huntington Beach, CA||Nov 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management5MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$1,369,257
- A percentage of assets under your management