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Nader Amir Mokri

Alamo Capital

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About Nader Amir Mokri

Nader Mokri is a financial professional with over 30 years of experience in the industry. Nader is currently registered with Alamo Capital in Walnut Creek, CA. Nader has held previous positions with Ladenburg Thalmann & Co. Inc., Gilford Securities Incorporated, Piper Jaffray Inc., Brookstreet Securities Corporation, Foresight Capital Management, Inc., Liberty Capital Markets, Inc., Resource Management Associates, GSI, and MCG Portfolio Management Corp.. Nader holds Series 63, SIE and Series 7 licenses. Nader specializes in providing financial planning, educational seminars, and selection of other advisors.

Firm Information

Nader Mokri is currently registered with Alamo Capital. Alamo Capital is an investment advisor corporation formed in August 1987. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Alamo Capital is registered with the Securities and Exchange Commission (SEC) and is also registered in 39 states. The firm manages approximately $81,684,700 in assets for 14 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.

$81.68M

Assets Under Management

7

Total Clients

19

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.

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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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percentage of assets

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

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Nader Mokri’s Registration & Firm History

CA

01/03/2019 - Present

Alamo Capital (WALNUT CREEK CA)

CA

10/19/2015 - 01/02/2019

LADENBURG THALMANN & CO. INC. (IRVINE CA)

CA

10/06/1998 - 10/15/2015

GILFORD SECURITIES INCORPORATED (IRVINE CA)

MN

01/21/1998 - 10/05/1998

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

CA

05/28/1997 - 01/26/1998

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

FL

05/17/1995 - 05/08/1997

FORESIGHT CAPITAL MANAGEMENT, INC. (CLEARWATER FL)

NA

04/20/1989 - 04/24/1995

LIBERTY CAPITAL MARKETS, INC.

FL

01/28/1989 - 04/04/1989

FOR SIGHT CAPITAL MANAGEMENT INC. (CLEARWATER FL)

NA

01/20/1989 - 03/14/1989

RESOURCE MANAGEMENT ASSOCIATES, GSI

NA

12/01/1987 - 01/10/1989

MCG PORTFOLIO MANAGEMENT CORP.

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Licenses & Designations

BC

Issued 12/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nader Amir Mokri.
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