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AB

Ali Barkhordar

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CRD#: 2115550
AB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ali Barkhordar, who also goes by Bill Stewart, was a registered financial advisor .

Ali is a previously registered financial advisor and started their career in finance in 1991. Ali had worked at 3 firms and has passed the Series 65, Series 63, Series 6, Series 62, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Stewart

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 4, 2003 - April 25, 2012

ASSET INTELLIGENCE LLC

RIA
CRD#: 127445
IRVINE, CA
Past

September 9, 1994 - September 6, 1996

SANFORD ROBERTS, INC.

BD
CRD#: 36659
MIAMI, FL
Past

March 25, 1991 - September 12, 1994

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/2/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 8/10/1994
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AI
ASSET INTELLIGENCE LLC
ASSET INTELLIGENCE LLC

CRD#: 127445 / SEC#:

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Contact information


Main Address
18552 Macarthur Blvd. Suite 450, Irvine, CA 92612
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASSET INTELLIGENCE LLC

CRD#: 127445

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