Salleh Beitollahi
Salleh Beitollahi is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Agoura Hills, CA, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
28720 Roadside Drive, Suite 315, Agoura Hills, CA, 91301
Get directionsHistory
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
Salleh works as an agent for Legacy Financial Group, focusing on financial sales and services, dedicating nearly full-time hours to this role. He also works as a sales agent/president for Calmont Insurance Services, selling fixed indexed annuities, and spends minimal time on this activity. Additionally, Salleh is a sales agent/broker for Calmont Real Estate Services, spending minimal time on real estate sales.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations11 states
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