Pezhman Amini

Employer firm

Integ Financial Investment Advisory LLC CRD 336852

$9.90M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 02/2012 → 11/2023
  Khorshad Health
  Na
• 11/2023 → 04/2024
  Unemployed
  Irvine, CA
• 04/2024 → 03/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2024 → 03/2025
  Northwestern Mutual Investment Services Llc
  Irvine, CA
• 11/2024 → 03/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2025 → Present
  Integ Financial Investment Advisory Llc
  Irvine, CA

Other Businesses

1) the name of the other business; ALEPH BAZAAR Inc. whether the business is investment-related; NO the address of the other business; 187 ABACUS, IRVINE, CA 92618 the nature of the other business; RETAIL ECOMMERCE your position; OWNER, PRESIDENT title, or relationship with the other business; OWNER, PRESIDENT the start date of your relationship; MAY 2021 the approximate number of hours/month you devote to the other business; 2 hours/MONTH the number of hours you devote to the other business during securities trading hours; NONE and briefly describe your duties relating to the other business; ORDER MANAGEMENT AND ACCOUNTING 2) the name of the other business; Allianz Life Insurance Co whether the business is investment-related; No the address of the other business; 75 Wall St, New York, NY 10005 the nature of the other business; Financial Insurances your position; Independent Insurance Agent title, or relationship with the other business; Independent Insurance Agent the start date of your relationship; April 29, 2025 the approximate number of hours/month you devote to the other business; 10 hours per month the number of hours you devote to the other business during securities trading hours; None and briefly describe your duties relating to the other business; Finding the best insurance for clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-04
• S63 Uniform Securities Agent State Law Examination
  2024-09-10

Other Names

• Pezhman Amini