Amir Mossanen (CRD# 5597015) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Beverly Hills, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta, GA | Sep 2018 - Current | 5 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Sep 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Beverly Hills, CA | Nov 2016 - Sep 2018 | 1 |
| Wells Fargo Bank, N.a. | Beverly Hills, CA | Aug 2009 - Sep 2018 | 9 |
| Wells Fargo Advisors LLC | Beverly Hills, CA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- CA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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