Vick Khoboyan is a registered investment advisor at Harold Davidson & Associates, INC, based in Los Angeles, CA, with 6 years of industry experience. Vick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 249 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Harold Davidson & Associates offers comprehensive portfolio management where they manage your investments and provide financial planning. The maximum annual fee for managing your investments is 2.00%. This fee is calculated based on the value of your account and billed quarterly in advance. The fee is negotiable.
Location
1801 Century Park East, #2150, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harold Davidson & Associates, INC
Previous Registrations
F/m Investments LLC
Gries Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.