Amon Allahyari, financial advisor Vacaville CA
81 score

Amon Allahyari

CRD Number: 3066852
Current Firm: Wells Fargo Advisors, LLC

Amon Allahyari (CRD# 3066852) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Vacaville, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Santa Rosa, CA Dec 2014 - Current 2
J.p. Morgan Securities LLC Suisun City, CA Oct 2012 - Dec 2014 2
Chase Investment Services Corp Fairfield, CA Dec 2010 - Oct 2012 1
Unemployed Woodland, CA Jan 2010 - Dec 2010 < 1
First Allied Securities, Inc. San Diego, CA Jun 2009 - Dec 2009 < 1
Lpl Financial Walnut Creek, CA Feb 2008 - Jun 2009 1
Charles Schwab & Company, Inc. Walnut Creek, CA Feb 2005 - Feb 2008 3
Charles Schwab Bank N.a. Walnut Creek, CA Feb 2005 - Feb 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Amon A. Allahyari
Phone Number: 314-875-3000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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