Samira Izadpanah, financial advisor Rancho Santa Margarita CA

Samira Izadpanah

CRD Number: 7007514
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Samira Izadpanah (CRD# 7007514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Margarita, CA and has over 5 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Rancho Santa Margarita CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Rancho Santa Margarita CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Rancho Santa Margarita CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name Location Dates Years
Bank Of America, N.a. Newport Beach, CA Jun 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach, CA Jun 2019 - Current 4
Jpmorgan Securities LLC Laguna Beach, CA Aug 2018 - Jun 2019 < 1
Jp Morgan Chase Bank N.a Laguna Beach, CA Feb 2017 - Jun 2019 2
World Financial Group Newport Beach, CA Jul 2016 - Jun 2017 < 1
Wells Fargo Bank N.a. Mission Viejo, CA Aug 2015 - Feb 2017 1
Rocket Fizz Irvine Spectrum Irvine, CA Feb 2014 - Oct 2016 2
Umami Burger Irvine Spectrum Irvine, CA Mar 2015 - Aug 2015 < 1
Macy's Mission Viejo, CA Apr 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2019
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Samira Izadpanah
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.