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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
Years of Experience
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Seia Brokerage Details
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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.
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
Payam Taghibagi has no disclosures.
Please visit their SEC profile for more details.