Valiullah
Najafi

Cetera Advisors LLC

CRD#2568927
Investment Advisor
in Houston, TX

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About this Advisor

Valiullah Najafi is a certified financial planner working out of Houston, Texas with 10 years of relevant experience. Najafi is an advisor for Cetera Advisors LLC. During their career, the advisor has held roles at Najafi Financial Services, Cetera Advisors LLC, Ing Financial Partners, Inc and Najafi Financial, LLC. Najafi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Cetera Advisors LLC is an advisory firm headquartered in Englewood, CO. It has offices in 692 locations and a total of 1,047 employees. It has $21 billion in total assets across its 90,646 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 294 charities and foundations. Of its 90,646 accounts, 26% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services. Fees billed by Cetera Advisors LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

10200 Richmond Ave Ste 252
Houston, TX 77042

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

TX Average: $2,349,664,866
Total Number of Employees

1,047

TX Average: 28
Total Number of Accounts

90,646

TX Average: 1,101
Average Account Size

$234,185

TX Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Valiullah Najafi Work History

Valiullah has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cetera Advisors LLC

2013 - Present (11 years)

Najafi Financial, LLC

2002 - Present (22 years)

Najafi Financial Services

2004 - 2013 (9 years)

Ing Financial Partners, 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 Valiullah Najafi 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 Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Nicholas Russell
Orlando, FL
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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