Fusion Financial

Fusion Financial (CRD# 166026) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $250,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23276 S. Pointe Dr. Suite 111, Laguna Hills, CA 92653
http://www.ocmoneyman.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $62,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fusion Financial
Showing 1 - 1 of 1 top financial advisors.
1
Amirreza Kayyal, financial advisor Laguna Hills CA
Amirreza Kayyal
CRD#: 4914434
23276 S. Pointe Dr. Suite 111, Laguna Hills, CA 92653

Amirreza Kayyal (CRD# 4914434) is an Investment Advisor Representative working at Fusion Financial in Laguna Hills, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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