Bijan Golkar, financial advisor Petaluma CA

Bijan Golkar

CRD Number: 5814146
Current Firm: Fpc Investment Advisory, Inc.

Bijan Golkar (CRD# 5814146) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 13 years of experience in the finance industry. Bijan Golkar 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
Fpc Investment Advisory, Inc. Petaluma, CA Sep 2014 - Current 9
Fpc Investment Advisory, Inc. Petaluma, CA Sep 2012 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Bijan Golkar
Phone Number: (707) 795-0500
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $1,317,585
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
Types of Clients
Registered States

AZ, CA, TX

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