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Azaz Mehmood

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

10475 Crosspoint Boulevard Fishers, Suite 250, Indianapolis, IN, 46256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Azaz works as a Wealth Advisor at Crescent Private Wealth, dedicating full-time hours during securities trading hours. He is an Investment Adviser Representative.

Employment History
Current Registrations
Rfg Advisory, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
November 2023 - June 2024 · 7 mos
Edward JonesBroker
September 2023 - June 2024 · 9 mos
State Registrations3 states
INNCTX
Advisor
Exams
No exam information available for this advisor.