Kamron
Nahavandi
Money Concepts Capital Corp
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About this Advisor
Kamron Nahavandi is a financial advisor based in Placentia, California, working with Money Concepts Capital Corp. Kamron has previously held positions at Sagepoint Financial, Inc, Independent Capital Management, Corecap Investments, Inc, Crown Capital Securities, Lp, Fit Strategic Advisors LLC, Independent Insuranc Agent, Corecap Advisors, Pruco Securities LLC, The Prudential Insurance Company Of America, Lpl Enterprise, LLC, Massmutual Life Insurance Company, Mml Investors Services, LLC, and Money Concepts Capital Corp. Kamron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kamron is part of Money Concepts Capital Corp, which operates out of Placentia, California. The firm has 25 offices and 431 employees. The firm manages assets totaling $3.3 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$3,328,625,395
431
14,898
$223,428
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kamron Nahavandi Work History
Mml Investors Services, LLC
Money Concepts Capital Corp
Lpl Enterprise, LLC
Massmutual Life Insurance Company
Pruco Securities LLC
The Prudential Insurance Company Of America
Fit Strategic Advisors LLC
Crown Capital Securities, Lp
Corecap Advisors
Corecap Investments, Inc
Sagepoint Financial, Inc
Independent Capital Management
Sagepoint Financial, Inc
Independent Insuranc Agent
Disclosures
Please visit the SEC profile of Kamron Nahavandi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Concepts Advisory Service
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Saint Peters, MO
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New City, NY
Bozeman, MT
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