Rohan
Nakrani
Financial Advisors Network, Inc
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About this Advisor
Rohan Nakrani is a financial advisor who works in Tustin, California with 7 years of industry experience. Nakrani currently works for Financial Advisors Network, Inc. During their career, Nakrani has held roles at Various, Cal State Fullerton and Financial Advisors Network. Nakrani holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California. Financial Advisors Network, Inc is an advisory business headquartered in Tustin, CA. The company has a total of 13 advisors. It has $614 million in assets among its 3,031 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 3,031 client accounts, 38% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fees are based on the financial services. Fee types charged by Financial Advisors Network, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Advisors Network, Inc Brokerage Details
$613,931,952
13
3,031
$202,551
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Rohan Nakrani Work History
Rohan has been registered as a financial advisor for 7 years.*
Financial Advisors Network
Cal State Fullerton
Various
*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 Rohan Nakrani 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 Financial Advisors Network, Inc
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, CA
Tustin, 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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