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Leila Parvaneh

Kanani Advisory Group Inc.

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About Leila Parvaneh

Leila Parvaneh is an Investment Advisor Representative with Kanani Advisory Group Inc. Leila has been in the financial industry since 2019. Leila has a Series 63, Series 65, and Series 6TO license, as well as the SIE exam. Leila provides financial planning, educational seminars and selects other advisors for her clients. Prior to working for Kanani Advisory Group Inc., Leila was an employee of JPMorgan Securities LLC.

Firm Information

Leila Parvaneh is currently registered with Kanani Advisory Group Inc.. Kanani Advisory Group Inc. is an investment advisor headquartered in IRVINE, CA. The firm manages $160,206,988 in regulatory assets under management, of which $138,677,127 is discretionary. They provide financial planning, educational seminars, and selection of other advisors to individuals, high-net-worth individuals, corporations, and pension plans.
Kanani Advisory Group Inc.

16440 BAKE PARKWAY

IRVINE, CA 92618

$160.21M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leila Parvaneh’s Registration & Firm History

CA

01/29/2024 - Present

Kanani Advisory Group Inc. (IRVINE CA)

CA

10/30/2019 - 08/05/2021

J.P. MORGAN SECURITIES LLC (SAN CLEMENTE CA)

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Licenses & Designations

IA

Issued 12/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2019

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leila Parvaneh.
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