Payam
Taghibagi

Seia

CRD#2075689
Investment Advisor
in Los Angeles, CA
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About this Advisor

Payam Taghibagi is a certified financial planner who is based out of Los Angeles, California. Currently a registered advisor at Seia, Taghibagi has an impressive 28 years of professional experience. Taghibagi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Taghibagi can advise investors in California. Taghibagi has gained experience at Signature Estate & Investment Advisors, Signator Investors, Inc and Royal Alliance Associates, Inc. Seia is headquartered in Los Angeles, California, and operates out of six other brick-and-mortar locations across the country. As a registered investment firm, Seia manages $6 billion in assets dispersed across 10,210 client accounts and employs more than 85 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 1,512 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Seia can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

28 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2121 Avenue Of The Stars, Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$6,223,150,162

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

11,606

CA Average: 3,727
Average Account Size

$536,201

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Payam Taghibagi Work History

Payam has 28 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

1997 - Present (22 years)

Signature Estate & Investment Advisors

1990 - Present (29 years)

Signator Investors, Inc

Disclosures

Payam Taghibagi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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