Seyedmohammadreza Akbari (CRD# 7462211) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has 1 year of experience in the finance industry.
CRD# 4216990
Strategic Blueprint, LLC
CRD# 3151669
Esi Financial Advisors
CRD# 5480510
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cpr Investments Inc. | Rochester, MI | Aug 2022 - Current | 1 |
Cpr Financial Group LLC | Rochester, MI | Aug 2022 - Current | 1 |
Internship With Cpr Investments | Cobleskill, NY | Dec 2021 - Aug 2022 | < 1 |
Full Time Student | Lexington, KY | Aug 2008 - Dec 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NY
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Total Assets Under Management295MILLIONS
-
Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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