Mazher Mir
Mazher Mir is a registered investment advisor at VALIC Financial Advisors, INC., based in Roseville, CA, with 16 years of industry experience. Mazher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
2901 Douglas Boulevard, Suite 150, Roseville, CA, 95661
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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
Mazher is an OpEd contributor for Dhaka Tribune and an advisor to the CEO of Roybi Robots, dedicating minimal time to each. He is also an agent for AGIA selling non-securities insurance products, which takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Paulson Investment Company LLCBroker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Farmers Financial Solutions, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Questar Capital CorporationBroker
Banc of America Investment Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations4 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.