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Amir Barar Location
Walnut Creek, CA, US
Amir Barar Work
2017 -now Managing Partner, LFG and Wealth Advisor, RJFS @
2009 -2017 President and CEO @ ICS Wealth Management
2002 -2009 Senior Financial Advisor @
1999 -2002 Financial Advisor @
1996 -1999 Fund Specialist @
Amir Barar Education
University of California, Davis
Bachelor of Science (BS)
1992-1996
Burlingame High School
Amir Barar Skills
Series 65
Series 63
CRPC
Wealth Management
FINRA
Hedge Funds
Asset Managment
Portfolio Management
Series 6
Fixed Income
Variable Annuities
Separately Managed Accounts
Investments
Series 7
401k Rollovers
Asset Management
Separately Managed
Amir Barar Summary
Amir Barar, based in Walnut Creek, CA, US, is currently a Managing Partner, LFG and Wealth Advisor, RJFS at Laurus Financial Group. Amir Barar brings experience from previous roles at ICS Wealth Management, Merrill Lynch, Morgan Stanley and Franklin Templeton Group. Amir Barar holds a 1992 - 1996 Bachelor of Science (BS) @ University of California, Davis. With a robust skill set that includes Series 65, Series 63, CRPC, Wealth Management, FINRA and more. Amir Barar has 2 emails and 2 mobile phone numbers on RocketReach.
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