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Mehrdad Michael Tafazoli

INTEGRATED FINANCIAL SOLUTIONS, INC.·RESTON, Virginia
Clean recordINTEGRATED FINANCIAL SOLUTIONS, INC.
11872 SUNRISE VALLEY DRIVE, RESTON, VA 20191CRD# 1954754Firm CRD# 112038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mehrdad Michael Tafazoli · RESTON, VA
Registration
CRD #1954754 · INTEGRATED FINANCIAL SOLUTIONS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mehrdad Michael Tafazoli is a registered financial advisor based in RESTON, Virginia, affiliated with INTEGRATED FINANCIAL SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTEGRATED FINANCIAL SOLUTIONS, INC.
INTEGRATED FINANCIAL SOLUTIONS, INC.
AUM
$169M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INTEGRATED FINANCIAL SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1954754
Firm CRD# 112038
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mehrdad Michael Tafazoli offer?
Mehrdad Michael Tafazoli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Mehrdad Michael Tafazoli's credentials?
Mehrdad Michael Tafazoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mehrdad Michael Tafazoli located?
Mehrdad Michael Tafazoli is based in RESTON, Virginia, working with INTEGRATED FINANCIAL SOLUTIONS, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Mehrdad Michael Tafazoli charge for services?
Mehrdad Michael Tafazoli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED FINANCIAL SOLUTIONS, INC.?
INTEGRATED FINANCIAL SOLUTIONS, INC. has approximately 1 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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