Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 11 years of experience in the finance industry. Javier Ajjam Altimari 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# 2390431
The Goff Financial Group
CRD# 2687188
Avidian Wealth Solutions, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oppenheimer & Company Inc. | Houston, TX | Dec 2018 - Current | 4 |
| Dulworth & Company Inc. | Houston, TX | Dec 2014 - Dec 2018 | 4 |
| Global Financial Services, LLC | Houston, TX | Apr 2013 - Dec 2018 | 5 |
| Gfs Advisors, LLC | Houston, TX | Apr 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- MA
- TX
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Total Assets Under Management22,651MILLIONS
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Total Number of Accounts32,333ACCOUNTS
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Average Account Value$700,552
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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