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Michael Markarian

38 Years of Experience
Glendale, CA
1 DisclosureSells Insurance

Michael Markarian is a registered investment advisor at Mb3 Consulting LLC, based in Glendale, CA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
83 clients
Average Client Portfolio
$705K average
Assets Under Management
$58.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1025 North Brand Blvd, Suite 230, Glendale, CA, 91202

Get directions

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
July 2010
Settled
Other Business ActivitiesSells Insurance

Michael is co-owner of S.I.D. Ventures LLC, a real estate management, rental, and development company, dedicating a few hours per week. Michael is also an independent licensed insurance agent and a registered investment advisor.

Employment History
Current Registrations
Mb3 Consulting LLC
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
February 2003 - April 2006 · 3 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - September 2019 · 21 yrs 3 mos
Lincoln Financial Advisors Corporation
September 1997 - September 2019 · 22 yrs
Cigna Financial Advisors,inc.Broker
September 1997 - June 1998 · 9 mos
Capital Analysts, IncorporatedBroker
March 1990 - September 1997 · 7 yrs 6 mos
Vanderbilt Securities, INC.Broker
October 1988 - March 1989 · 5 mos
Greentree Securities CORP.Broker
May 1988 - October 1988 · 5 mos
Shearson Lehman Hutton INC.Broker
February 1988 - June 1988 · 4 mos
Greentree Securities CORP.Broker
January 1988 - March 1988 · 2 mos
Brooks Weinger Robbins & Leeds INC.Broker
September 1986 - February 1988 · 1 yr 5 mos
State Registrations1 state
CA
Advisor

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.
Michael Markarian - Financial Advisor | TrueAdvisor