Mohsen Khodaverdi

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 12/2021
  Primer Oceanfront Rentals
  Los Angeles, CA
• 05/2016 → 04/2022
  Farah Wealth Managment
  Newport Beach, CA
• 01/2021 → Present
  Personal Tax Services
  Irvine, CA
• 06/2022 → 09/2024
  Lion Street Advisors
  Irvine, CA
• 05/2022 → 10/2023
  Balboa Tax & Accounting Services
  Irvine, CA
• 02/2026 → Present
  Foundations Investment Advisors Llc
  Phoenix, AZ

Previous Registrations

• 2022-06-28 → 2024-09-09
  Lion Street Advisors, Llc
  Austin, TX
  Newport, CA
• 2022-02-09 → 2022-02-25
  First Advisors National, Llc
  Irvine, CA

Other Businesses

1. BALBOA FI INC; INV RELATED - NO; 197 PLUM LILY, IRVINE, CA; TAX RESOLUTION SERVICES; TAX RESOLUTION SPECIALIST; PROVIDE FEDERAL AND STATE TAX RESOLUTION SERVICES, CLIENT CONSULTATIONS, AND COMPLIANCE SUPPORT; STARTED: 01/2021; 80 HOURS PER MONTH 2. SELF-INSURANCE LICENSE; LICENSED INSURANCE AGENT; O HOURS PER MONTH; NO COMPENSATION; INVESTMENT RELATED. STARTED: 06/2023

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-05
• S65 Uniform Investment Adviser Law Examination
  2022-01-24

Other Names

• Mohshen Khodaverdi