Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Tavakol is an investment advisor representative at California Capital Management. Amir has been in the financial industry since March 2018. Amir Tavakol is registered to provide investment advice in California. Amir Tavakol has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. California Capital Management is a registered investment adviser with approximately $300,352,634 in assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/06/2025 - Present
California Capital Management (BURBANK CA)
Active
Inactive
Not sure Amir Tavakol is the right advisor for you? Invested Better is here to help.
