Payam Taghibagi, financial advisor Los Angeles CA

Payam Taghibagi

CRD Number: 2075689
Current Firm: Seia

Payam Taghibagi (CRD# 2075689) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 33 years of experience in the finance industry. Payam Taghibagi 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.

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Professional Designations
Company Name Location Dates Years
Ses Inc. Los Angeles, CA Aug 2023 - Current < 1
Seia LLC Los Angeles, CA Nov 1997 - Current 26
Royal Alliance Associates, Inc. Los Angeles, CA Nov 2018 - Aug 2023 4
Signator Investors, Inc. Boston, MA Jun 1990 - Nov 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Payam Taghibagi
Phone Number: 310-712-2323
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    11,666
    MILLIONS
  • Total Number of Accounts
    17,180
    ACCOUNTS
  • Average Account Value
    $679,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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, VI, VT, WA, WI, WV, WY

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