KB
Kameron S. Barzegar
RJ PATTERSON GROUP
SAN DIEGO, CA 92101
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CRD#: 7420772
KB
Professional summary
Kameron Said Barzegar is a registered financial advisor currently at RJ PATTERSON GROUP located in San Diego, California.
Kameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kameron has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kameron Said Barzegar'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®
NoneExperience
Current
December 21, 2021 - Present
RJ PATTERSON GROUP
Office #1: 402 West Broadway Suite 2600, San Diego, CA 92101RIA
CRD#: 281752
SAN DIEGO, CA
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(12/21/2021)
Current Firm
RP
RJ PATTERSON GROUP
PATTERSON, ROBERT JAMES | RJPCIG | RJ PATTERSON GROUP | RJ PATTERSON CAPITAL INVESTMENT GROUP, INC | RJ PATTERSON CAPITAL INVESTMENT GROUP INC.
CRD#: 281752 / SEC#:
California
Registered Investment Advisory firm - (3/22/2016 Approved)Texas
Registered Investment Advisory firm - (3/24/2017 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
402 West Broadway Suite 2600, San Diego, CA 92101
Mailing Address
Phone number
(619) 331-4133
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 426 |
| AUM (Assets Under Management) | $ 98,001,120 |
Red Flags
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