Edward Mofrad is a registered investment advisor, based in Los Angeles, CA, with 9 years of industry experience.
Location
3424 Wilshire Boulevard, Suite 1020, Los Angeles, CA, 90010
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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
Edward owns Mofrad Financial Solutions, providing tax preparation and accounting services full-time since 1996. He also works as a tax expert for Intuit/TurboTax about half of his time and sells equity indexed annuities through Avantax Insurance Agency, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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