Goli Kamangar
CRD Number: 2562201Current Firm: Salem Partners Advisors Llc Dba Salem Partners Wealth Management
Goli Kamangar (CRD# 2562201) is an Investment Advisor Representative working at Salem Partners Advisors Llc Dba Salem Partners Wealth Management in Los Angeles, CA and has over 23 years of experience in the finance industry.
CRD# 2962660
H. Beck, Inc.
CRD# 5781614
Bridge Advisory LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Salem Partners, LLC | Los Angeles, CA | Jul 2006 - Current | 14 |
| Salem Partners Wealth Management, LLC | Los Angeles, CA | Jul 2006 - Current | 14 |
| Bear, Stearns Securities Corp | Los Angeles, CA | May 2001 - Current | 19 |
| Bear, Stearns & Company Inc. | Los Angeles, CA | May 2001 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CA
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$2,103,804
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.