Fanar Nissan

AKKADIAN WEALTH LLC

Scottsdale, AZ 85260

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CRD#: 5988546

Professional summary

Fanar Nissan, who also goes by Fanar Nissan, is a registered financial advisor currently at AKKADIAN WEALTH LLC located in Scottsdale, Arizona.

Fanar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Fanar has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fanar Nissan

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fanar Nissan'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

February 8, 2023 - Present

AKKADIAN WEALTH LLC

Office #1: 8350 E. Raintree Dr. Ste 245, Scottsdale, AZ 85260

RIA

CRD#: 324482

Scottsdale, AZ

Past

December 4, 2019 - December 2, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SCOTTSDALE, AZ

Past

December 3, 2019 - December 2, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

November 7, 2018 - November 27, 2019

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PHOENIX, AZ

Past

November 5, 2018 - November 27, 2019

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PHOENIX, AZ

Past

November 7, 2017 - November 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Past

November 6, 2017 - November 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

October 5, 2016 - March 1, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Past

March 6, 2015 - June 1, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

SCOTTSDALE, AZ

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

Arizona
(2/8/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/6/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AKKADIAN WEALTH LLC

CRD#: 324482 / SEC#:

Arizona

Registered Investment Advisory firm - (2/8/2023 Approved)

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Contact information

Main Address

8350 E. Raintree Dr. Ste 245, Scottsdale, AZ 85260

Mailing Address

Phone number

(480) 757-4180

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 2,647,418

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.

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Advisor Monitoring

Firm Stability Insights

Fanar Nissan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fanar Nissan's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATIONAL PLANNING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2017

Series 63

Date: 5/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2016

Series 6

Date: 3/6/2015

Current Firm

AKKADIAN WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKKADIAN WEALTH LLC

TRUST BUT VERIFY

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