Michael
Hakimi
Origin Investment Advisory LLC
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About this Advisor
Michael Hakimi is a financial advisor based in Boston, Massachusetts, working with Origin Investment Advisory LLC. Michael has previously held positions at Invesco, Sherman Wealth Management, LLC, College For Financial Planning, Black Dog Financial Planning LLC, Origin Financial, and Compass Investment Advisors/Lpl Financial, LLC/Independent Advis. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Michael is part of Origin Investment Advisory LLC, which operates out of Boston, Massachusetts. The firm has 164 employees and manages assets totaling $548.4 thousand. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Origin Investment Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Origin Investment Advisory LLC Brokerage Details
$548,444
164
133
$4,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Hakimi Work History
Origin Financial
Black Dog Financial Planning LLC
Sherman Wealth Management, LLC
Compass Investment Advisors/Lpl Financial, LLC/Independent Advis
College For Financial Planning
Invesco
Disclosures
Please visit the SEC profile of Michael Hakimi 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 Origin Investment Advisory LLC
Boston, MA
Burleson, TX
Boston, MA
Charleston, SC
Boston, MA
Boston, MA
Boston, MA
Austin, TX
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