Patrick Yaghoobians is a CFP-designated registered investment advisor at Noor Financial Services, based in Tujunga, CA, with 6 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Noor Financial Services includes investment management services under their annual financial planning fee of $3,600 - $6,000. There are no additional fees for investment management services, regardless of account size. Investment management will not be offered as a standalone service.
Location
Tujunga, CA
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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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Current Registrations
Noor Financial Services
Previous Registrations
Empirical Wealth Management
Horst & Graben Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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