Alan Eskandari (CRD# 6456766) is an Investment Advisor Representative working at Able Money LLC in North Yarmouth, ME and has over 8 years of experience in the finance industry. Alan Eskandari 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# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Able Money LLC | North Yarmouth, ME | Apr 2021 - Current | 3 |
| Harvest Asset Group, LLC | Portland, ME | Feb 2015 - May 2022 | 7 |
| Homemaker | Nanuet, NY | Aug 2014 - Jan 2015 | < 1 |
| Ncs Pearson, Inc. | Hadley, MA | Jun 2014 - Jul 2014 | < 1 |
| Homemaker | Potomac, MD | Apr 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- ME
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$373,106
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
ME
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