Daniel Shahmoradian, CFP - Financial Planner
Identity
- Name
- Daniel Shahmoradian, CFP - Financial Planner
- Formatted address
- 600 W Broadway #600, San Diego, CA 92101, USA
- Phone
- (619) 230-8082
- Website
- http://danielshahmoradian.nm.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=3866442890080571904&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
No attribute evidence is currently established.
Self-Claims
Firm Stated Facts
-
regulatory_registration: registered investment adviser, broker-dealer
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
-
services_offered: investment brokerage services, investment advisory services
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
No themed claims are currently recorded.
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| professional_certifications | Daniel Shahmoradian, License #2e08fc2d-c11d-47e1-9df2-a178a8867182, United States | https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 | registry_verified |
|
|
| categorized_as | Personal Financial Advisor | https://www.yelp.com/search?find_desc=Personal+Financial+Advisor&find_loc=San+Diego,+CA | kept |
|
|
| regulatory_registration | registered investment adviser, broker-dealer | http://danielshahmoradian.nm.com/team.htm | kept |
|
|
| services_offered | investment brokerage services, investment advisory services | http://danielshahmoradian.nm.com/team.htm | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | json_ld_parsed |
|
|
| services_offered | Tax planning, investment management, life insurance, estate planning, comprehensive financial planning | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | kept |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | json_ld_parsed |
|
|
| client_specializations | Households with gross income over $300,000 or managing about $500,000 of assets | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | kept |
|
|
| categorized_as | Financial Planner | https://www.mapquest.com/us/california/daniel-shahmoradian-financial-planner-429274866 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-235472771-daniel-shahmoradian-financial-planner-san-diego/ | json_ld_parsed |
|
|
| categorized_as | FinancialService | https://local.yahoo.com/info-235472771-daniel-shahmoradian-financial-planner-san-diego/ | json_ld_parsed |
|
|
| categorized_as | Financial Service | https://local.yahoo.com/info-235472771-daniel-shahmoradian-financial-planner-san-diego/ | kept |
|
|
| professional_certifications | CFP, ChFC | https://www.linkedin.com/in/daniel-shahmoradian/?_l=en | kept |
|
|
| professional_certifications | CFP | https://www.yelp.com/biz/daniel-shahmoradian-cfp-san-diego | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/daniel-shahmoradian-cfp-san-diego | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/daniel-shahmoradian-cfp-san-diego | kept |
|
Credentials
-
cfp_certification: Daniel Shahmoradian, License #2e08fc2d-c11d-47e1-9df2-a178a8867182, United States
verified
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent
Verification source- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent
-
investment_adviser_registration: registered investment adviser, broker-dealer
claimed_unverified
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 2
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent
- Data refreshed
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent
- Synthesis run at
- danielshahmoradian.nm.com http://danielshahmoradian.nm.com/team.htm self-published
- cfp.net https://www.cfp.net/verify-a-cfp-professional/certification-and-background/2e08fc2d-c11d-47e1-9df2-a178a8867182 independent