Hussein Elgohary (CRD# 6664213) is an Investment Advisor Representative working at Earned Wealth in Scottsdale, AZ and has over 7 years of experience in the finance industry. Hussein Elgohary 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Earned Wealth | Scottsdale, AZ | Nov 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Apr 2021 - Nov 2023 | 2 |
| Schwab Wealth Advisory, Inc. | Phoenix, AZ | Apr 2021 - Nov 2023 | 2 |
| Carson Wealth | Johnson City, TN | Feb 2020 - Feb 2021 | 1 |
| Cetera Advisor Networks | El Segundo, CA | Feb 2020 - Feb 2021 | 1 |
| Clarity Capital Partners | Newport Beach, CA | Nov 2018 - Feb 2020 | 1 |
| Clarity Capital Partners | Newport Beach, CA | Mar 2018 - Feb 2020 | 1 |
| Pruco Securities, LLC | Orange, CA | May 2016 - Nov 2018 | 2 |
| Prudential | Orange, CA | May 2016 - Nov 2018 | 2 |
| Student | Fullerton, CA | Oct 2015 - Jun 2016 | < 1 |
| Crossfit Alpha Foxtrot | Costa Mesa, CA | Mar 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2016 |
- AZ
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts409ACCOUNTS
-
Average Account Value$260,557
- 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)
AZ, CA, CO, FL, GA, IL, KS, MI, NV, NY, OR, TX, WA
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