Valiullah Najafi
Valiullah Najafi is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 30 years of industry experience. Valiullah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10200 Richmond Ave Ste 252, Houston, TX, 77042
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Valiullah operates Najafi Financial LLC, offering investment, advisory, and insurance services, dedicating full-time hours to this endeavor. Additionally, Valiullah works as an insurance agent selling various insurance products and spends a few hours per week on this. Valiullah also owns residential rental property, spending minimal time on repairs and maintenance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations8 states
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