Alireza Hosseinlar (CRD# 7356120) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Team Hewins | San Francisco, CA | Feb 2022 - Current | 2 |
| Kwik Trip | La Crosse, WI | Mar 2021 - Jan 2022 | < 1 |
| Viterbo University | La Crosse, WI | Sep 2021 - Dec 2021 | < 1 |
| Viterbo University | La Crosse, WI | Aug 2019 - Dec 2021 | 2 |
| Marshfield Clinic Health System | Marshfield, WI | Mar 2019 - Oct 2021 | 2 |
| Stifel Finacial Corp. | La Crosse, WI | Mar 2021 - Jun 2021 | < 1 |
| Menards | Marshfield, WI | Mar 2020 - Jul 2020 | < 1 |
| University Of Wisconsin - Marshfield/wood County | Marshfield, WI | May 2017 - Dec 2018 | 1 |
| University Of Wisconsin - Marshfield/wood County | Marshfield, WI | Sep 2017 - Nov 2018 | 1 |
| Sayfol High School | Kuala Lumpur, | Aug 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- CA
-
Total Assets Under Management2,502MILLIONS
-
Total Number of Accounts1,729ACCOUNTS
-
Average Account Value$1,446,993
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, IL, NY, OR, TX, WA, WI
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