Vartan Telian
Vartan Telian is a registered investment advisor at LPL Financial LLC, based in Westlake Village, CA, with 33 years of industry experience. Vartan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2555 Townsgate Rd Ste 300, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Oppenheimer & CO., INC.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 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.
Exams
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