Sepehr
Hosseini
Foundations Investment Advisors LLC
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About this Advisor
Sepehr Hosseini is a financial advisor based in Thousand Oaks, California, working with Foundations Investment Advisors LLC. Sepehr has previously held positions at Woodbury Financial Services, Inc, Madison Avenue Securities, LLC, and Foundations Investment Advisors, LLC. Sepehr has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Sepehr is part of Foundations Investment Advisors LLC, which operates out of Thousand Oaks, California. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Sepehr Hosseini Work History
Foundations Investment Advisors, LLC
Madison Avenue Securities, LLC
Woodbury Financial Services, Inc
Disclosures
Please visit the SEC profile of Sepehr Hosseini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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