VK
Vahid Khorsand
BWS FINANCIAL
Woodland Hills, CA 91364
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CRD#: 5029181
VK
Professional summary
Vahid Khorsand is a registered financial advisor currently at BWS FINANCIAL located in Woodland Hills, California.
Vahid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Vahid has worked at 1 firm and has passed the Series 65 and Series 7 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.
Vahid Khorsand is currently employed by the City of Los Angeles, which requires full time attention. HIs involvement with BWS Financial Inc. is minimal.
CRS (Client Relationship Summary) - RIA
Click below to view Vahid Khorsand'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®
NoneExperience
Current
February 6, 2008 - Present
BWS FINANCIAL
Office #1: 20121 Ventura Blvd. Ste. 305, Woodland Hills, CA 91364RIA
CRD#: 122074
Woodland 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(2/6/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BF
BWS FINANCIAL
B W S FINANCIAL INC. | HAMED KHORSAND | BWS FINANCIAL INC. | BWS FINANCIAL
CRD#: 122074 / SEC#:
California
Registered Investment Advisory firm - (1/1/2003 Approved)New York
Registered Investment Advisory firm - (3/20/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20121 Ventura Blvd. Ste. 305, Woodland Hills, CA 91364
Mailing Address
Phone number
(818) 332-9696
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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