MK
MK

Marjan Kamyar

29 Years of Experience
Beverly Hills, CA
Broker

Marjan Kamyar is a registered investment advisor at Raymond James & Associates, INC., based in Beverly Hills, CA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9595 Wilshire Blvd., SUITE 801 and 200, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2018 - Present · 8 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
March 2014 - February 2018 · 3 yrs 11 mos
Morgan Stanley
March 2014 - February 2018 · 3 yrs 11 mos
Larson Financial Securities, LLCBroker
July 2013 - October 2013 · 3 mos
Larson Financial Group, LLC
July 2013 - October 2013 · 3 mos
Oppenheimer & CO. INC.
September 2007 - August 2013 · 5 yrs 11 mos
Oppenheimer & CO. INC.Broker
September 2007 - August 2013 · 5 yrs 11 mos
Morgan Stanley & CO., Incorporated
April 2007 - September 2007 · 5 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - September 2007 · 5 mos
Morgan Stanley
February 2006 - April 2007 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
February 2002 - April 2007 · 5 yrs 2 mos
Eisner Securities, INC.Broker
July 1999 - August 2001 · 2 yrs 1 mo
Dean Witter Reynolds INC.Broker
June 1996 - July 1999 · 3 yrs 1 mo
International Business Securities, INC.Broker
January 1996 - April 1996 · 3 mos
Kensington Securities, INC.Broker
November 1995 - December 1995 · 1 mo
Columbus Financial, INC.Broker
December 1994 - June 1995 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marjan Kamyar - Financial Advisor | TrueAdvisor