AM
CFP
AM
CFP

Armand Minasian

41 Years of Experience
San Francisco, CA
1 DisclosureBroker

Armand Minasian is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Francisco, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2051 28th Avenue, San Francisco, CA, 94116

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1991
Settled
Employment History
Current Registrations
LPL Financial LLC
September 2009 - Present · 16 yrs 10 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
Mutual Service Corporation
April 2002 - September 2009 · 7 yrs 5 mos
Mutual Service CorporationBroker
March 1999 - September 2009 · 10 yrs 6 mos
Titan/value Equities Group, INC.Broker
August 1985 - March 1999 · 13 yrs 7 mos
Travelers Equities Sales, INC.Broker
May 1984 - August 1985 · 1 yr 3 mos
State Registrations7 states
CAMNNCNVTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.