Max
Farahani
A.G.P. / Alliance Global Partners
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About this Advisor
Max Farahani is a financial advisor operating out of Miami, Florida. Farahani is currently employed by A.G.P. / Alliance Global Partners. The advisor has gained experience at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Farahani holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. A.G.P. / Alliance Global Partners is a financial advisory company that has its headquarters in Westport, CT. It has offices in 11 locations and a total of 267 employees. It administers $1 billion in assets under management across its 5,102 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 5,102 customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by A.G.P. / Alliance Global Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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A.G.P. / Alliance Global Partners Brokerage Details
$1,247,803,386
267
5,102
$244,571
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
Max Farahani Work History
Max has been registered as a financial advisor for 0 years.*
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities 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 Max Farahani 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 A.G.P / Alliance Global Partners
New York, NY
Newport Beach, CA
Miami, FL
New York, NY
Boca Raton, FL
Westport, CT
Westport, CT
Boca Raton, FL
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