Rostam Atefi (CRD# 5774433) is an Investment Advisor Representative working at Brookwood Investment Group in Phoenix, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood Investment Group LLC | Phoenix, AZ | May 2023 - Current | < 1 |
| Brookwood Insurance Group LLC | Phoenix, AZ | Jan 2022 - Current | 2 |
| Belpointe Asset Management, LLC | Phoenix, AZ | Jun 2019 - Jun 2023 | 4 |
| Belpointe Insurance, LLC | Greenwich, CT | Jun 2019 - Jan 2022 | 2 |
| Lincoln Financial Advisors | Irvine, CA | Oct 2010 - Jun 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
-
Total Assets Under Management689MILLIONS
-
Total Number of Accounts2,250ACCOUNTS
-
Average Account Value$306,259
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, GA, IL, OH, OR, PA, RI, TN, VT
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.