Armando Farahani, financial advisor Jacksonville FL

Armando Farahani

CRD Number: 7275524
Current Firm: Fidelity Personal And Workplace Advisors

Armando Farahani (CRD# 7275524) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Investments Orlando, FL Oct 2021 - Current < 1
The Prudential Insurance Company Of America Tampa, FL Jun 2020 - Oct 2021 1
Prudential Annuities Distributors Inc. Tampa, FL Jun 2020 - Oct 2021 1
Alive Elderly Services North Vancouver, Jan 2019 - Jun 2020 1
Ig Wealth Management Vancouver, Jan 2018 - Jan 2019 1
Arian Heavy Duty Cranes North Vancouver, Nov 2016 - Jan 2018 1
Bank Of Montreal North Vancouver, May 2016 - Nov 2016 < 1
Cibc Bank Vancouver, Jun 2015 - May 2016 < 1
University Of British Columbia Vancouver, Jul 2010 - Jun 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2020
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Armando Farahani
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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