Amir Arbabi (CRD# 4914192) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Juan Capistrano, CA and has over 18 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | San Juan Capistrano, CA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Ladera Ranch, CA | Dec 2020 - Jan 2024 | 3 |
| Resources Investment Advisors | Overland Park, KS | Dec 2018 - Dec 2020 | 2 |
| Lpl Financial, LLC | Irvine, CA | Jan 2012 - Dec 2018 | 6 |
| Independent Financial Partners | Irvine, CA | Jan 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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