Ali Mahbod is a CFP-designated registered investment advisor, based in Atlanta, GA, with 12 years of industry experience.
Location
303 Peachtree St, Ne, Fl 2, Atlanta, GA, 30308
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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.
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Ali is a soccer referee, a consultant providing clerical and administrative support, a volunteer managing books and records for a non-profit, and the president of a homeowners association. These activities take minimal time and are not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Truist Advisory Services, INC.
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Edward Jones
Edward JonesBroker
State Registrations52 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.