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Ashkan Paul Afrasiab

Ashkan P. Afrasiab

AFRASIAB WEALTH SOLUTIONS | Financial Advisor
Rancho Palos Verdes, CA
Some features on this profile are disabled
CRD#: 4856347
Ashkan Paul Afrasiab

Professional summary

Ashkan Paul Afrasiab is a registered financial advisor currently at AFRASIAB WEALTH SOLUTIONS, LLC located in Rancho Palos Verdes, California.

Ashkan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Ashkan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Management
Retirement Planning Strategies
Wealth Preservation Strategies
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.
Insurance sales; Investment related business; Licensed insurance professional; Same address as Afrasiab Wealth Solutions, LLC.; Insurance sales in an individual capacity; Since 11/2006; Approximately 10% of time per month; Approximately 5% of trading hours per month;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashkan Paul Afrasiab'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

September 6, 2023 - Present

AFRASIAB WEALTH SOLUTIONS, LLC

RIA
CRD#: 327299
Rancho Palos Verdes, CA
Past

March 12, 2007 - September 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LONG BEACH, CA
Past

February 20, 2007 - September 8, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LONG BEACH, 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
(9/6/2023)
IAR
Texas
(10/4/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/9/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/19/2007
General Securities Representative Examination

Current Firm

AW
AFRASIAB WEALTH SOLUTIONS, LLC
AFRASIAB WEALTH SOLUTIONS, LLC

CRD#: 327299 / SEC#:

California
Registered Investment Advisory firm - (9/6/2023 Approved)
Texas
Registered Investment Advisory firm - (9/15/2023 Conditional Restricted)
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Contact information

Main Address
Rancho Palos Verdes, CA
Mailing Address
609 Deep Valley Dr Suite 200, Rolling Hills, CA 90274
Phone number
(310) 650-6888
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts90
AUM (Assets Under Management)$ 16,340,000

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

AFRASIAB WEALTH SOLUTIONS, LLC

Financial AdvisorCRD#: 327299Rancho Palos Verdes, CA

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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