Sean Khaligh, who managed $170 million at Wells Fargo Advisors, has affiliated with LPL Financial through The Financial Services Network, one of LPL’s large offices of supervisory jurisdiction.
Khaligh, who started at Wells Fargo in 2007, has formed EQ Private Wealth Advisors, which is based in Palos Verdes, California.
Khaligh emigrated with his family from Iran when he was 12. He said he became determined to become a great adviser when, early in his career, a colleague told him that he would never be successful because of his last name and the stigma associated with Iran.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
Just how much does it cost for a financial advice exec to stay out of prison?
The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
