Ron
Amir

Western International Securities, Inc

CRD#4565409
Investment Advisor
in Westlake Village, CA

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About this Advisor

Ron Amir is a certified financial planner whose office is in Westlake Village, California. Currently a registered investment advisor at Western International Securities, Inc, Amir has 11 years of professional experience. Amir maintains Series 63 and Series 66 licenses, which certify them as a securities broker. Amir is registered to work with customers based out of Arizona, California, Oklahoma, Utah and Wyoming. Throughout their career, they have worked at Western International Securities, Inc, J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc and Chase Investment Services Corp. Western International Securities, Inc is located in Westlake Village, California, and has 40 other locations throughout the nation. In total, Western International Securities, Inc manages $2 billion in assets covering 7,300 client accounts and employs more than 55 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 7,300 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Western International Securities, Inc provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

2555 Townsgate Rd. Ste. 300
Westlake Village, CA 91361

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$1,835,886,687

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

55

CA Average: 43
Total Number of Accounts

7,300

CA Average: 3,727
Average Account Size

$251,491

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Ron Amir Work History

Ron has 12 years of experience.

2019 - Present (1 year)

Western International Securities, Inc

2012 - 2019 (7 years)

J.P. Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2008 - 2010 (2 years)

Ameriprise Financial Services, Inc

Disclosures

Ron Amir has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Western International Securities

Craig Alexander
Pasadena, CA
Linda Tucker
Tarzana, CA
Daniel Novak
Pasadena, CA
Daniel Beech
Incline Village, NV
Jeffrey Wolfe
Hermosa Beach, CA
David Kweder
Mill Valley, CA
Peter Keating
Incline Village, NV
Karen Jaber
Santa Rosa, CA

This content was compiled from the SEC and FINRA.

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