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Lusine Gabrielyan

19 Years of Experience
Sherman Oaks, CA
1 DisclosureBroker

Lusine Gabrielyan is a registered investment advisor at LPL Financial LLC, based in Sherman Oaks, CA, with 19 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

15165 Ventura Blvd, Sherman Oaks, CA, 91403

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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.
Financial
August 2017
Final
Other Business Activities

Lusine operates her LPL business through BMO Investment Services and is a notary in California. She is also a co-owner of Brightside Home Health Care and a joint owner of a real estate rental property in Granada Hills.

Employment History
Current Registrations
LPL Financial LLC
December 2024 - Present · 1 yr 9 mos
LPL Financial LLC
December 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
January 2021 - December 2024 · 3 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - December 2024 · 11 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2011 - February 2013 · 2 yrs 1 mo
Wells Fargo Investments, LLCBroker
June 2010 - January 2011 · 7 mos
Wells Fargo Advisors, LLCBroker
February 2008 - June 2010 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2007 · 7 mos
Citicorp Investment ServicesBroker
May 2006 - May 2007 · 1 yr
State Registrations1 state
CA
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.
Lusine Gabrielyan - Financial Advisor | TrueAdvisor