Omid Eftekhari
Professional summary
Omid Eftekhari, who also goes by Omid Eftekhari Mofrad, is a registered financial advisor currently at TOWNELEY CAPITAL MANAGEMENT, INC. located in Laguna Hills, California.
Omid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Omid has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Omid Eftekhari's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2022 - Present
TOWNELEY CAPITAL MANAGEMENT, INC.
Office #1: 23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653June 17, 2013 - August 18, 2022
BLACKROCK INVESTMENT MANAGEMENT, LLC
January 23, 2013 - August 18, 2022
BLACKROCK INVESTMENTS, LLC
September 9, 2009 - January 18, 2013
ROTH CAPITAL PARTNERS, LLC
Primary Firm SEC Registration
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD#: 169863 / SEC#: 801-78957
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2022)
(12/2/2022)
Exams
Current Firm
TOWNELEY CAPITAL MANAGEMENT, INC.
CRD#: 169863 / SEC#: 801-78957
Contact information
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 423 |
| AUM (Assets Under Management) | $ 1,024,211,665 |
Red Flags
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