AS
AS
Amir Shahpari
24 Years of Experience
Berwyn, PA
2 DisclosuresBroker
Amir Shahpari is a registered investment advisor at Raymond James & Associates, INC., based in Berwyn, PA, with 24 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
1055 Westlakes Drive, 3rd Floor, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2009Denied
Customer Dispute
March 2007Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2009 - Present · 17 yrs 5 mos
Raymond James & Associates, INC.Broker
October 2008 - Present · 17 yrs 9 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - November 2008 · 1 yr 7 mos
Morgan Stanley Dw INC.Broker
November 2001 - April 2007 · 5 yrs 5 mos
State Registrations22 states
AZCADCDEFLGAMAMDMIMONCNENJNMNYOHOKPASCTXVAWA
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.