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MR

Mohammad Raghib

CFP®
CRD# 4224578·Registered 2000 - 2022
Previously Registered: Being a previously registered professional could mean that Mohammad 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.

Professional Summary

Mohammad Raghib, CFP®, who also goes by Mohommad Raghib, was a registered financial advisor. Mohammad was a previously registered financial professional and started their career in finance 2000 - 2022. Mohammad had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mohommad Raghib

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

26 years in the financial services industry

Current & Past Employments

MR CONSULTING GROUP LLC·CRD# 310595
RIA
Los Alamitos, CA
May 11, 2021 - August 16, 2022
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Calabasas, CA
September 7, 2000 - April 1, 2021
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
Minneapolis, MN
August 18, 2000 - July 3, 2006
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Calabasas, CA
August 18, 2000 - April 1, 2021

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Current Firm

MC
MR CONSULTING GROUP LLC

MR CONSULTING GROUP LLC

CRD#: 310595 / SEC#: 801-119642

Contact Information

Main Address

5242 Katella Avenue Suite 102, Los Alamitos, CA 90720

Phone Number

(714) 343-0202

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Real Estate Ownership; Single Family; Lakewoodm CA. 90715; March 2011/ Single Family; Cypress, CA 90630; April 2013/ Single Family; Irving, Texas 75062; Investment Related; September 2017. Business Ownership; MR Consulting Group LLC; Member; We have hired EmployShare to help us create an outside consulting arrangement with other professionals when we need to hire their professional skills on a case by case method and compensation is paid on a pre-determined hourly rate which is set in this contract; Los Alamitos, CA 90720; Not Investment Related; Feb 2014; 1 to 9 hours per month; 1-9 during trading hours/ Cypress Lake LLC; Manager; Holding rental properties and managing rental properties; Fullerton, CA 92835; Investment Related; Aug 2017; 1 to 9 hours per month; 1-9 during trading hours. Independent Insurance Brokering; Anthem Blue Cross; June 2003/ Aetna; September 2008/ Pacificare; October 2006/ United Healthcare; November 2007/ Nationwide Insurancce; Aug 2018; Universal Life; Term Life; Whole Life; Long Term Care.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2000About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

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CRS (Client Relationship Summary)

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

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