Farhad Khalilpour
Farhad Khalilpour is a registered investment advisor at Ameriprise Financial Services, LLC, based in Parrish, FL, with 6 years of industry experience. Farhad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
Parrish, FL
Get directionsHistory
Regulatory History (5)
Financial
January 2024Financial
October 2023Financial
August 2023Financial
July 2023Criminal
July 1989Other Business Activities
Farhad works for Uber, dedicating about 10-20% of his time to this outside employment since 2016. This activity is not investment-related and does not occur during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Trustmont Financial Group, INC.Broker
Trustmont Financial Group, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations8 states
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
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