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Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Foster, CA
AZM Financial
Independent
Total advisors
1Clients per advisor
24 TypicalAvg AUM per client
$1,019,417 HighHNW client ratio
21% TypicalAfshin Zarkoub is the sole advisor at AZM Financial, an independent investment advisory firm. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to founding AZM Financial in 2017, he worked at First Allied Advisory Services and First Allied Securities from 2008 to 2017. Outside of advising, he is the owner of Interbank Finance Mortgage Company, a mortgage and banking business he has operated since 1993. AZM Financial provides discretionary portfolio management and financial advice to individual and high-net-worth clients. The firm employs investment strategies based on Modern Portfolio Theory combined with fundamental and technical analysis, managing customized portfolios primarily through ETFs, mutual funds, and occasionally individual securities.
Based on AZM Financial
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Foster, CA
Foster CA
Advisors at this office
1
California
21 years of industry experience
Afshin Zarkoub DBA AZM Financial
2017 - Present • 9 years
Foster City, CA
First Allied Advisory Services, INC.
2008 - 2017 • 9 years
Chesterfield, MO
First Allied Securities, INC.
2008 - 2017 • 9 years
San Diego, CA
Interbank Finance Mortgage Co.
1993 - Present • 33 years
Corte Madera, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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