Kayvon
Salafian
Pensionmark Financial Group, LLC
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About this Advisor
Kayvon Salafian is a financial advisor working in Carpinteria, California, with 2 years of industry experience. Salafian is currently employed by Pensionmark Financial Group, LLC. Over the course of their career, Salafian has held roles at Lpl Financial, Pensionmark Financial Group, LLC, Pensionmark Securities, LLC, Capfinancial Securities, Cetera Advisors Networks, Pensionmark Financial Group, Sourjohn-Kim Retirement Services and Matthews & Company. Salafian holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California. Pensionmark Financial Group, LLC is a financial advisory company that has its headquarters in Santa Barbara, CA. The firm has offices in 59 locations and a total of 244 advisors. It oversees $27 billion in assets under management among its 7,380 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 142 charities and foundations. Of its 7,380 accounts, just 4% belong to high-net-worth clients who have more than $1 million in investable assets. Pensionmark Financial Group, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Pensionmark Financial Group, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kayvon Salafian Work History
Kayvon has been registered as a financial advisor for 2 years.*
Pensionmark Financial Group
Sourjohn-Kim Retirement Services
Matthews & Company
Pensionmark Securities, LLC
Capfinancial Securities
Lpl Financial
Pensionmark Financial Group, LLC
Cetera Advisors Networks
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kayvon Salafian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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