Mehran
Rad

Virtue Capital Management, LLC

CRD#5382316
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Mehran Rad is a financial advisor based in Scottsdale, Arizona, working with Virtue Capital Management, LLC. Mehran has previously held positions at Brookstone Capital Management LLC, Retirement And Asset Protection, Change Path, LLC, Financial & Tax Architects, Inc, Selectquote Insurance Services, and Virtue Capital Management, LLC. Mehran has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Kansas. Currently, Mehran is part of Virtue Capital Management, LLC, which operates out of Scottsdale, Arizona. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

14301 N. 87Th St. Suite 213
Scottsdale, AZ 85260

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

AZ Average: $730,596,643
Total Number of Employees

110

AZ Average: 15
Total Number of Accounts

6,111

AZ Average: 968
Average Account Size

$128,861

AZ Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Mehran Rad Work History

2022 - Present (2 years)

Virtue Capital Management, LLC

2020 - 2022 (2 years)

Selectquote Insurance Services

2019 - 2021 (2 years)

Financial & Tax Architects, Inc

2018 - 2019 (1 year)

Change Path, LLC

2016 - 2018 (2 years)

Virtue Capital Management, LLC

2007 - 2016 (9 years)

Brookstone Capital Management LLC

2002 - 2020 (18 years)

Retirement And Asset Protection

Disclosures

Please visit the SEC profile of Mehran Rad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

John Keeley
Roanoke, VA
Brooke Huckert
Brenham, TX
Danny Miller
Pompano Beach, FL
Justin Barwick
Saint Louis, MO
Kevin Smith
Orlando, FL
Ian Maxwell
Brentwood, TN
Christopher Clay
Brentwood, TN
Richard Callison
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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