Nahid NooryCRD Number: 4471558
Current Firm: Lpl Financial LLC
Nahid Noory (CRD# 4471558) is an Investment Advisor Representative working at Lpl Financial LLC in Stamford, CT and has over 16 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Lpl Financial LLC||Derby, CT||Oct 2011 - Current||6|
|Webster Investment Services Inc.||Kensington, CT||Mar 2005 - Current||12|
|Uvest Financial Services Group, Inc.||Shelton, CT||Feb 2007 - Jul 2015||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops