Advisor at Nabata Investment Group, LLC
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.
Firm
Nabata Investment Group, LLC
Location
Mountlake Terrace, WA
Credentials
Series 63, Series 65
Industry experience
3 years
Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.
$0 - $2,000,000: 1.50% $2,000,000+: 1.00%
$150 to $350 per hour for stand-alone financial planning services, negotiable
Account minimum: $100,000 (may be waived by Nabata based on client needs and other factors)
Mountlake Terrace, WA
Texas · Washington
Nabata Investment Group LLC
2024 - Present (2 years)
Rubicon Halal Investment Advisors
2020 - 2024 (4 years)
Symetra Financial
2015 - 2017 (2 years)
Cordoba Academy
2015 - 2024 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Bainbridge Island, WA
Gallagher Capital Corp.
Series 63, Series 65
Kirkland, WA
Waterhill Capital, LLC
Series 65
Suquamish, WA
Shai Weinbaum Investment Management
CFA®
Kirkland, WA
Lakeside Financial Inc.
CFP®, ChFC®, Series 66
Kirkland, WA
Valiant Financial Planning, LLC
CFA®
Bellevue, WA
Rare Wolf Capital LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")