Bashara HaddadCRD Number: 1885343
Current Firm: Financial West Group
Bashara Haddad (CRD# 1885343) is an Investment Advisor Representative working at Financial West Group in Westlake Village, CA and has over 28 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Financial West Group||Westlake Village, CA||Oct 2014 - Current||2|
|Income Tax & Consultants||Duluth, MN||Sep 1984 - Current||32|
|Cabot Lodge Securities||New York, NY||Jun 2013 - Oct 2014||1|
|Allied Beacon Wealth Management, LLC||Duluth, MN||Oct 2011 - Oct 2014||3|
|Allied Beacon Partners, Inc.||Duluth, MN||Oct 2011 - Jun 2013||1|
|Workman Securities Corporation||Eden Prairie, MN||Apr 2010 - Oct 2011||1|
|Pacific West Securities, Inc.||Renton, WA||Sep 2003 - Dec 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management556MILLIONS
Total Number of Accounts2,900ACCOUNTS
Average Account Value$191,724
- 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
- Educational seminars/workshops
AK, AZ, CA, CO, CT, FL, GA, IA, IL, KS, MA, MI, MN, MO, NE, NH, NV, NY, OK, OR, PA, SD, TX, UT, VA, VT, WI, WV
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