Richard Panchookian
Richard Panchookian is a CFP-designated registered investment advisor at World Investment Advisors, LLC, based in Orlando, FL, with 36 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
14 E. Washington Street, Suite 410, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Richard was a managing partner at Alta Vista Wealth Management, LLC from January 2004 to September 2017, dedicating nearly full-time hours to the role. He was compensated through fees and commissions, and marketed the business through calls and advertising.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLCBroker
Previous Registrations
Alta Vista Wealth Management, LLC
World Advisory Services
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Five X Securities, INCBroker
Global Assets Advisors, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations7 states
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.