Seyyed Valiallah NasrCRD Number: 1052151
Current Firm: Claraphi Advisory Network, LLC
Seyyed Valiallah Nasr (CRD# 1052151) is an Investment Advisor Representative working at Claraphi Advisory Network, LLC in Laguna Hills, CA and has over 10 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|National Asset Management, Inc.||Seattle, WA||Mar 2008 - Current||10|
|National Asset Management, Inc.||Seattle, WA||Jul 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
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:
- Criminal Record
Total Assets Under Management350MILLIONS
Total Number of Accounts1,760ACCOUNTS
Average Account Value$198,709
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, HI, NE, NJ, NY, OH, OK, OR, PA, TX, VA, WA, WI
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