Laila Khosroabadi (CRD# 6021558) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laila Khosroabadi, Attorney At Law | Carlsbad, CA | Dec 2019 - Current | 4 |
| Mission Trails Financial | San Diego, CA | Sep 2015 - Current | 8 |
| Bremer Whyte Brown & O'meara | San Diego, CA | Feb 2019 - Nov 2019 | < 1 |
| Sullivan Group Of Court Reporters | San Diego, CA | Jun 2018 - Jan 2019 | < 1 |
| Veritext Legal Solutions | San Diego, CA | May 2016 - Jun 2018 | 2 |
| Koeller Nebeker Carlson & Haluck LLP | Irvine, CA | May 2015 - May 2016 | 1 |
| Nautilus Advisors LLC | San Diego, CA | Oct 2013 - Jul 2015 | 1 |
| Law Offices Of Laila Thompson | San Diego, CA | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management168MILLIONS
-
Total Number of Accounts985ACCOUNTS
-
Average Account Value$170,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, HI, LA, MT, TX
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