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Teni Shahnazarian

14 Years of Experience
Las Vegas, NV
Broker

Teni Shahnazarian is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 14 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

6475 W Sahara Ave, Las Vegas, NV, 89146

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Teni operates under several DBAs for his LPL business, including My 360 Wealth Management Group, SCE FCU Wealth Management, UMe Wealth Management, and Rize Wealth. Teni also provides investment advisory services through Global Retirement Partners and manages two real estate rental properties, as well as works as a family caregiver.

Employment History
Current Registrations
LPL Financial LLC
February 2022 - Present · 4 yrs 3 mos
Global Retirement Partners LLC
March 2017 - Present · 9 yrs 2 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 6 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2013 - June 2017 · 3 yrs 7 mos
LPL Financial LLC
March 2010 - July 2012 · 2 yrs 4 mos
LPL Financial LLCBroker
January 2010 - July 2012 · 2 yrs 6 mos
State Registrations16 states
ALAZCACOIAIDKSMAMONCNMNVORSCTXWA
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.