Ehsan Asgari (CRD# 6363125) is an Investment Advisor Representative working at Beverly Hills Financial Planners, LLC in Sherman Oaks, CA and has over 4 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Credence Financial Group Dba Asgari Insurance Services | Sherman Oaks, CA | Feb 2019 - Current | 5 |
| Beverly Hills Financial Planners | Sherman Oaks, CA | Jun 2014 - Current | 9 |
| Mutual Of Omaha Investor Services | Los Angeles, CA | Sep 2019 - Feb 2020 | < 1 |
| Mutual Of Omaha Insurance Company | Los Angeles, CA | Sep 2019 - Feb 2020 | < 1 |
| University Of Ca Riverside | Riverside, CA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
CA
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