Saman
Bigharaz
Falcon Wealth Planning, Inc
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About this Advisor
Saman Bigharaz is a financial advisor who works in Ontario, California, with a total of 1 year of relevant experience. Bigharaz works at Falcon Wealth Planning, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Chase Bank, Axa Advisors, LLC, Jpmorgan Securities, LLC, Ami Usa LLC, E*Trade Securities LLC, E*Trade Capital Management LLC, Falcon Wealth Planning, Inc and Falcon Wealth Planning. Bigharaz maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California. Falcon Wealth Planning, Inc is a registered investment business based out of Ontario, CA. It has offices in 11 locations and a total of 27 people on staff. It has $569 million in total assets between its 2,984 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,984 client accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Falcon Wealth Planning, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the type of services provided. However, fee types billed by Falcon Wealth Planning, Inc can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Falcon Wealth Planning, Inc Brokerage Details
$568,986,830
27
2,984
$190,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Saman Bigharaz Work History
Saman has been registered as a financial advisor for 1 years.*
Falcon Wealth Planning, Inc
Falcon Wealth Planning
E*Trade Securities LLC
E*Trade Capital Management LLC
Jpmorgan Chase Bank
Jpmorgan Securities, LLC
Axa Advisors, LLC
Ami Usa LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Saman Bigharaz 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 Falcon Wealth Planning, Inc
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, 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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