Majid Taheran (CRD# 2423541) is an Investment Advisor Representative working at Avantax Advisory Services in Whittier, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Whitter, CA | Sep 2023 - Current | < 1 |
| Majid Taheran | Whittier, CA | Feb 2014 - Current | 10 |
| Avantax Investment Services, Inc. | La Habra, CA | Jul 2008 - Current | 15 |
| Lions Realty, Inc. | Whitter, CA | Aug 2006 - Current | 17 |
| Majaid Taheran | Whitter, CA | Nov 2002 - Current | 21 |
| Choice America Financial Group Inc. | Whittier, CA | Oct 1998 - Current | 25 |
| University Of Phoenix | Fountain Valley, CA | Nov 1994 - Current | 29 |
| University Of Phoenix | Costa Mesa, CA | Jul 1994 - Current | 29 |
| Choice America Financial Group Inc. | Whittier, CA | May 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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