Masroor Adnan (CRD# 4339437) is an Investment Advisor Representative working at Financial Aurora, LLC in Austin, TX and has over 23 years of experience in the finance industry. Masroor Adnan 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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Aurora, Inc. | Austin, TX | Jul 2015 - Current | 8 |
| Ids Life Insurance Company | Austin, TX | Jan 2001 - Current | 23 |
| American Express Financial Advisors | Austin, TX | Jan 2001 - Jul 2015 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- CA
- TX
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts700ACCOUNTS
-
Average Account Value$128,571
- A percentage of assets under your management
- 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
CA, TX
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