Susannah Emami, financial advisor Los Angeles CA
89 score

Susannah Emami

CRD Number: 6280302
Current Firm: Kls Professional Advisors Group, LLC

Susannah Emami (CRD# 6280302) is an Investment Advisor Representative working at Kls Professional Advisors Group, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Los Angeles CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Score
105
Similar Advisors
David Fried, financial advisor Los Angeles CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Los Angeles CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Company Name Location Dates Years
International Trade Education Programs Glendale, CA Jul 2009 - Current 7
Susannah Emami Consulting Los Angeles, CA Aug 2007 - Jul 2009 1
University Of Southern California Los Angeles, CA Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Susannah Emami
Phone Number: 212-355-0346
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,516
    MILLIONS
  • Total Number of Accounts
    8,991
    ACCOUNTS
  • Average Account Value
    $613,464
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, IL, MA, MD, NH, NJ, NM, NY, OR, PA, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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.