How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Amir

ADVISOR PERSONAL BIO

Amir Atabaki joined Frontier in April 2020 as a wealth advisor. Prior to joining Frontier, Amir worked at CMY Fiduciary Services as an asset manager, overseeing equity and fixed income investments. In addition, past work experience includes chief editor and strategist of an options-based newsletter, syndicate trader for a small family office, and a financial advisor for Wachovia Securities. Amir received his degree in Business Economics from University of California, Santa Barbara.

ADVISOR PROFILE

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Amir Atabaki

Experience: 17 years / 3 firms

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