Fusion Financial (CRD# 166026) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $470,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$31,333
- 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
Amirreza Kayyal (CRD# 4914434) is an Investment Advisor Representative working at Fusion Financial in Laguna Hills, CA and has over 13 years of experience in the finance industry. Amirreza Kayyal 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.