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Mohsen Khodaverdi

Lion Street Advisors, LLC

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About Mohsen Khodaverdi

Mohsen Khodaverdi is a financial advisor with Lion Street Advisors, LLC. Mohsen holds the Series 65 and Series 63 licenses for the state of California, as well as the Series 7TO and SIE exams. Mohsen has over 8 years of experience in the financial services industry, including experience at Primer Oceanfront Rentals, Farah Wealth Managment, Personal Tax Services, and Balboa Tax & Accounting Services. Mohsen specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Mohsen is committed to providing his clients with personalized advice and strategies that meet their individual needs.

Firm Information

Mohsen Khodaverdi is currently registered with Lion Street Advisors, LLC. Lion Street Advisors, LLC is an investment advisory firm based in Austin, TX, with over 141 investment advisor representatives and 126 licensed agents. The firm manages over $2.3 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, and other investment advisors. Lion Street Advisors provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisors, and wrap fee program participation.
Lion Street Advisors, LLC

300 COLORADO

AUSTIN, TX 78701

$2.34B

Assets Under Management

Not reported

Total Clients

120

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Mohsen Khodaverdi’s Registration & Firm History

TX

06/28/2022 - Present

Lion Street Advisors, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 09/05/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/24/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2024

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2024

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mohsen Khodaverdi.
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