Fazel Mostashari (CRD# 5495461) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Woodland Hills, CA and has over 12 years of experience in the finance industry. Fazel Mostashari 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.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Oct 2021 - Current | 2 |
| Mostashari & Co | Calabasas, CA | Jan 2008 - Current | 16 |
| City Of Los Angeles | Los Angeles, CA | Sep 2009 - Oct 2021 | 12 |
| Independent Financial Group | San Diego, CA | Nov 2019 - Dec 2020 | 1 |
| Mostashar & Associates, Wealth Specialists | Los Angeles, CA | Nov 2012 - Oct 2019 | 6 |
| Waddell & Reed Inc. | Sherman Oaks, CA | May 2015 - Sep 2015 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Los Angeles, CA | May 2015 - Sep 2015 | < 1 |
| Delta C LP | Stockton, CA | Oct 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
| S63 | Uniform Securities State Law Examination | Oct 2019 |
- CA
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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