Hamid Omid (CRD# 2181498) is an Investment Advisor Representative working at Mutual Advisors, LLC in Newtonville, MA and has over 31 years of experience in the finance industry. Hamid Omid 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# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Jul 2020 - Current | 3 |
| Mutual Advisors, LLC | Casper, WY | Jul 2020 - Current | 3 |
| Mml Investors Services, LLC | Newton, MA | Mar 2017 - Jul 2020 | 3 |
| Massachusetts Mutual Life Insurance Company | Newton, MA | Jul 2016 - Jul 2020 | 4 |
| Msi Financial Services | Newtown, MA | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Waltham, MA | Jun 1991 - Jul 2016 | 25 |
| Metropolitan Life Insurance Company | Waltham, MA | Oct 1989 - Jul 2016 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
- MA
- NH
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Total Assets Under Management6,947MILLIONS
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Total Number of Accounts20,381ACCOUNTS
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Average Account Value$340,863
- A percentage of assets under your management
- Hourly charges
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