Max Pashman (CRD# 6640294) is an Investment Advisor Representative working at Pashman Financial LLC in West Hollywood, CA and has over 5 years of experience in the finance industry. Max Pashman 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nectarine | West Hollywood, CA | Apr 2024 - Current | < 1 |
| Pashman Financial, LLC | West Hollywood, CA | Jun 2021 - Current | 2 |
| Origin Financial | Boston, MA | Jul 2022 - Apr 2024 | 1 |
| Park Avenue Securities | Beverly Hills, CA | Sep 2019 - Sep 2021 | 2 |
| Guardian Life Insurance Co Of America | Santa Monica, CA | Feb 2019 - Sep 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Los Angeles, CA | Nov 2017 - Feb 2019 | 1 |
| Robert Ornelas | Los Angeles, CA | Apr 2016 - Feb 2019 | 2 |
| Investor Relations Partners | Los Angeles, CA | Jun 2015 - Apr 2016 | < 1 |
| Student | Boston, MA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- CA
- TX
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts15ACCOUNTS
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Average Account Value$30,000
- 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
- Educational seminars/workshops
CA, TX, UT
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