Imran U. Ansari
Professional summary
Imran Ulhaq Ansari is a registered financial advisor currently at COMPAK ASSET MANAGEMENT located in Newport Beach, California and COMPAK SECURITIES, INC. located in Newport Beach, California.
Imran is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Imran has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Imran Ulhaq Ansari's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2014 - Present
COMPAK ASSET MANAGEMENT
Office #1: 1801 Dove Street, Newport Beach, CA 92660January 10, 2014 - Present
COMPAK SECURITIES, INC.
Office #1: 1801 Dove Street, Newport Beach, CA 92660Office #2: 1801 Dove Street, Newport Beach, CA 92660Primary Firm SEC Registration
COMPAK ASSET MANAGEMENT
CRD#: 109930 / SEC#: 801-58081
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/1/2014)
(2/21/2014)
(5/28/2014)
(3/9/2023)
(3/10/2014)
(3/13/2023)
(5/28/2014)
(3/13/2023)
(5/28/2014)
Exams
FINRA
Current Firm
COMPAK ASSET MANAGEMENT
CRD#: 109930 / SEC#: 801-58081
Contact information
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,264 |
| AUM (Assets Under Management) | $ 1,258,603,087 |
Red Flags
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