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Saman Asrari

13 Years of Experience
Greeley, CO
1 DisclosureBroker

Saman Asrari is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greeley, CO, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

920 54th Ave, Greeley, CO, 80634

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History

Regulatory History (1)
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Criminal
October 2004
Final Disposition
Other Business Activities

Saman owns rental real estate properties, dedicating minimal time to one and a few hours per week to the other. Saman also works as a financial advisor for First Investments & Planning and First National Bank, dedicating about half their time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
December 2008 - September 2014 · 5 yrs 9 mos
State Registrations19 states
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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.