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Ali Rad Location
Los Angeles, CA, US
Ali Rad Work
2025 -now Private Wealth Advisor @
2017 -2025 Private Wealth Advisor @
2010 -2017 Financial Consultant @ Financial West Group
2009 -2010 Vice President of Investments @
2006 -2009 Financial Advisor @
2001 -2006 Institutional Equity Trader @
Ali Rad Education
U.C.S.D. 1994-1999
Clayton High School 1990-1994
Ali Rad Skills
Alternative Investments
Equities
Portfolio Management
High Yielding Bonds
Securities
Tax Free Securities
Investment Strategies
Investments
Financial Goals
Bonds
Investment Advisory
Financial Analysis
Options
Insurance
Asset Allocation
Retirement Planning
Wealth Management
Series 7
Structured Products
Ali Rad Summary
Ali Rad, based in Los Angeles, CA, US, is currently a Private Wealth Advisor at LPL Financial. Ali Rad brings experience from previous roles at Western International Securities, Financial West Group, Oppenheimer & Co. and Morgan Stanley. Ali Rad holds a 1994 - 1999 U.C.S.D.. With a robust skill set that includes Alternative Investments, Equities, Portfolio Management, High Yielding Bonds, Securities and more. Ali Rad has 1 emails and 1 mobile phone numbers on RocketReach.
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