Clode Moradi (CRD# 4218783) is an Investment Advisor Representative working at Brilliant Financial Strategies LLC in Waco, TX and has over 23 years of experience in the finance industry. Clode Moradi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brilliant Financial Strategies LLC | Waco, TX | Feb 2018 - Current | 6 |
| Clode Moradi Inc. | La Crescenta, CA | Jan 2011 - Current | 13 |
| Eagle Strategies LLC | Los Angeles, CA | Nov 2011 - Apr 2018 | 6 |
| Nylife Securities Inc. | Los Angeles, CA | Jul 2004 - Apr 2018 | 13 |
| New York Life Insurance Company | Los Angeles, CA | May 2004 - Apr 2018 | 13 |
| Skyline Financial And Insurance Strategies & Solutions | Glendale, CA | Feb 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- CA
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$197,919
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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