Yashar Gogerdchi is a CFP-designated registered investment advisor, based in Edgewater, MD, with 18 years of industry experience.
Location
Edgewater, MD
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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
Yashar is an independent insurance agent since 2019, dedicating a few hours per week to this role. He is also an advisory representative of a RIA, a tax preparer, and the owner of SGF Planning, and an IAR for Leading Edge Wealth Advisors LEWA Planning, dedicating about half his time and nearly full-time, respectively, to these advisory roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Anchor Wealth Planning, LLC
H. Beck, INC.
H. Beck, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations10 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.