AH
Ali A. Hashemian
KINETIC INVESTMENT MANAGEMENT
Los Angeles, CA 90071
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CRD#: 5800048
AH
Professional summary
Ali Arash Hashemian, CFP®, ChFC®, who also goes by Ali Hashemian, is a registered financial advisor currently at KINETIC INVESTMENT MANAGEMENT, INC. located in Los Angeles, California.
Ali is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ali has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ali Hashemian
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.
Ali Arash Hashemian is a licensed insurance agent. Ali Arash Hashemian is President of Kinetic Financial & Insurance Solutions, Inc. an insurance services company, not an investment adviser, located at 1055 W. 7th Street Suite 1630 Los Angeles, CA 90017. Ali Arash Hashemian devotes approximately ten hours during trading hours per week to this business. Ali Arash Hashemian is President of Kinetic Agency & Insurance Services, Inc. an insurance services company, not an investment adviser, located at 1055 W. 7th Street Suite 1630 Los Angeles, CA 90017. Ali Arash Hashemian devotes approximately ten hours during trading hours per week to this business. Ali Arash Hashemian is the President of Hush Homes LLC; Investment related: No; Location: 6107 Mulholland Hwy Los Angeles California 90068; Description: Real estate investment property; Responsibilities Duties: Own, manage and lease residential homes.; Start date: 2024-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Ali Arash Hashemian'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®
CFP®
Start date: 2011
Experience
Current
April 4, 2016 - Present
KINETIC INVESTMENT MANAGEMENT, INC.
Office #1: 633 W 5th Street Suite 1050, Los Angeles, CA 90071RIA
CRD#: 283034
Los Angeles, CA
Past
February 12, 2014 - August 26, 2016
PROFECTUS WEALTH MANAGEMENT
RIA
CRD#: 166482
LOS ANGELES, CA
Past
July 7, 2010 - February 8, 2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
HUNTINGTON BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)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(4/4/2016)
IAR
Illinois(10/26/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 W 5th Street Suite 1050, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 711-4818
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,857 |
| AUM (Assets Under Management) | $ 348,218,341 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
