Angelo Talebi

BEVERLY HILLS FINANCIAL PLANNERS

Sherman Oaks, CA 91403

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CRD#: 2243829

Professional summary

Angelo Talebi is a registered financial advisor currently at BEVERLY HILLS FINANCIAL PLANNERS, LLC located in Sherman Oaks, California.

Angelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Angelo has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) CA INSURANCE AGENT FOR FIXED INSURANCE SALES SINCE 1979. Approximately 30% TIME SPENT. NON INVESTMENT RELATED. CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) OWNER OF "ANGELUS MEDIA GROUP" MEDIA AND FILM PRODUCTION OF DOCUMENTARY FILMS SINCE 2010. NON INVESTMENT RELATED. APPROXIMATELY 10% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) WEEKLY RADIO SHOW HOST ON PERSIAN RADIO 670 KIRN. MARKET COMMENTARY AND FINANCIAL PLANNING GENERAL EDUCATION TOPICS. LESS THAN 1% TIME SPENT. (4) WEEKLY TV CABLE ACCESS SHOW ON PERSIAN BROADCASTING SVCS SINCE 2001. MARKET COMMENTARY, FINANCIAL PLANNING TOPICS. LESS THAN 1% TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelo Talebi's CRS (Customer Relationship Summary).

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

Current

December 15, 2016 - Present

BEVERLY HILLS FINANCIAL PLANNERS, LLC

Office #1: 14724 Ventura Boulevard Suite 800, Sherman Oaks, CA 91403

RIA

CRD#: 137638

Sherman Oaks, CA

Past

May 13, 2014 - April 29, 2016

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Sherman Oaks, CA

Past

April 22, 2014 - April 29, 2016

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

Sherman Oaks, CA

Past

April 21, 2014 - April 22, 2014

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

Sherman Oaks, CA

Past

November 28, 2012 - April 11, 2014

OSAIC WEALTH, INC.

RIA

CRD#: 23131

BEVERLY HILLS, CA

Past

November 16, 2012 - November 26, 2012

OSAIC WEALTH, INC.

RIA

CRD#: 23131

BEVERLY HILLS, CA

Past

November 16, 2012 - April 11, 2014

OSAIC WEALTH, INC.

CRD#: 23131

BEVERLY HILLS, CA

Past

November 23, 1999 - December 12, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

BEVERLY HILLS, CA

Past

November 12, 1999 - December 12, 2012

LPL FINANCIAL LLC

CRD#: 6413

BEVERLY HILLS, CA

Past

December 22, 1995 - November 5, 1999

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

July 24, 1992 - December 19, 1995

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/14/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/25/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/26/1996

General Securities Principal Examination

Current Firm

BEVERLY HILLS FINANCIAL PLANNERS, LLC

CRD#: 137638 / SEC#:

California

Registered Investment Advisory firm - (2/3/1999 Approved)

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Contact information

Main Address

14724 Ventura Boulevard Suite 800, Sherman Oaks, CA 91403

Mailing Address

Phone number

(310) 205-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Angelo Talebi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angelo Talebi's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURITIES AMERICA, INC.

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/1998

Series 63

Date: 6/25/1992

SIE

Date: 4/29/2016

Series 7

Date: 7/23/1992

Series 24

Date: 12/26/1996

Current Firm

BEVERLY HILLS FINANCIAL PLANNERS, LLC

Contact information

Documents

Red Flags

Company Information

BEVERLY HILLS FINANCIAL PLANNERS, LLC

TRUST BUT VERIFY

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