Reza Akbari
Investment adviser representative at Cpr Investments Inc
22 yearsExperience
2 statesRegistered in
$238.8MFirm assets
8 yearsFirm in business
Are you Reza Akbari? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Nova Southeastern UniversityAug 2026 to now
- Palm Beach State CollegeMay 2026 to now
- Georgia State UniversityJan 2025 to now
- State University of NY (suny Cobleskill)Aug 2024 to now
- Cpr Investments Inc.Aug 2022 to now
- Cpr Financial Group LLCAug 2022 to now
- Internship With Cpr InvestmentsDec 2021 to Aug 2024
- University of KentuckyApr 2016 to Apr 2020
- Full Time StudentAug 2004 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7462211
- Firm CRD
- 139067