Afshin Zarkoub
Advisor at AZM Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Foster, CA
Credentials
Series 63, Series 66
Industry experience
21 years
About
Afshin 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.
Expertise
Based on AZM Financial
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Location
Foster, CA
Most active in
Afshin Z has reported serving >5 clients in these states in the last 12 months.
California
Work history
Afshin Zarkoub DBA AZM Financial
2017 - Present (9 years)
First Allied Advisory Services, INC.
2008 - 2017 (9 years)
First Allied Securities, INC.
2008 - 2017 (9 years)
Interbank Finance Mortgage Co.
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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