Dabk Financial Planning Services

Dabk Financial Planning Services (CRD# 132234) is a financial advisory firm headquartered in , . They manage $900,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $900,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dabk Financial Planning Services
Showing 1 - 1 of 1 top financial advisors.
1
Daryoosh Khalilollahi
CRD#: 4827597
El Cerrito, CA

Daryoosh Khalilollahi (CRD# 4827597) is an Investment Advisor Representative working at Dabk Financial Planning Services in El Cerrito, CA and has over 19 years of experience in the finance industry. Daryoosh Khalilollahi 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.

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