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Allahyar Shokouhi Nejad

26 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History (1)
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Criminal
September 1991
Final Disposition
Other Business Activities

Allahyar operates his LPL business under the DBA Accelerated Wealth. This activity is investment-related and takes full-time hours.

Employment History
Current Registrations
Newedge Advisors
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
July 2023 - February 2024 · 7 mos
Truist Advisory Services, INC.
October 2016 - July 2023 · 6 yrs 9 mos
Suntrust Investment Services, INC.
September 2016 - December 2016 · 3 mos
Truist Investment Services, INC.Broker
September 2016 - July 2023 · 6 yrs 10 mos
Synovus Securities, INC.
January 2011 - September 2016 · 5 yrs 8 mos
Synovus Securities, INC.Broker
March 2004 - September 2016 · 12 yrs 6 mos
Raymond James Financial Services
February 2003 - February 2004 · 1 yr
Raymond James Financial Services, INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Wachovia Securities, INC.
April 2001 - July 2002 · 1 yr 3 mos
Wachovia Securities, INC.Broker
April 2001 - July 2002 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
February 1998 - January 2001 · 2 yrs 11 mos
Ids Life Insurance CompanyBroker
February 1998 - January 2001 · 2 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.