Amir H. Golzar
Professional summary
Amir H Golzar, who also goes by Amir Golzar, is a registered financial advisor currently at GOLZAR INVESTMENT GROUP LLC located in San Diego, California and VESTECH ASSET MANAGEMENT INC. located in San Diego, California.
Amir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Amir has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amir H Golzar's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2021 - Present
GOLZAR INVESTMENT GROUP LLC
November 18, 2022 - Present
VESTECH ASSET MANAGEMENT INC.
June 21, 2021 - Present
VESTECH SECURITIES, INC.
Office #1: 11477 Olde Cabin Rd. Suite 310, St. Louis, MO 63141February 2, 2017 - August 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 2, 2017 - August 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2016 - December 31, 2016
CENTAURUS FINANCIAL, INC.
September 20, 2016 - December 31, 2016
CENTAURUS FINANCIAL, INC.
May 31, 2016 - September 20, 2016
INDEPENDENT FINANCIAL GROUP, LLC
May 31, 2016 - September 20, 2016
INDEPENDENT FINANCIAL GROUP, LLC
August 12, 2015 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 12, 2015 - May 31, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 9, 2015 - July 9, 2015
CENTAURUS FINANCIAL, INC.
September 15, 2014 - July 9, 2015
CENTAURUS FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/12/2021)
(6/21/2021)
(9/13/2022)
(11/18/2022)
(6/27/2024)
Exams
FINRA
Current Firm
VESTECH ASSET MANAGEMENT INC.
CRD#: 285685 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 100,032,281 |
Red Flags
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