Azaz Mehmood

Wealth Advisor

Email azaz.mehmood@crescentpw.com

Phone +1 (219) 810-6510

Biography

As an experienced portfolio manager and investment advisor, Azaz Mehmood is dedicated to helping clients achieve their financial goals while adhering to Sharia investment principles. With a deep understanding of Islamic finance, he provides personalized guidance, wealth planning, and ethical investment strategies.

Education & Bar Admission

MS, Public Health; 2022

B.S, Biology; 2016

Licenses & Certifications

Series 66

FINRA

Series 7

FINRA 7

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

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