Narine Mardanyan is a CFP-designated registered investment advisor, based in Laguna Hills, CA, with 18 years of industry experience.
Location
24031 El Toro Rd., Suite 255, Laguna Hills, CA, 92653
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Regulatory History
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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Narine is a registered representative for Zuk Financial Group since 2013 and an IAR for Valley Wealth Strategies since 2018, spending about half their time providing investment advisory services. Narine also owns rental real estate and is President and CFO of Kapri, Inc., a business entity for tax/investment purposes only, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Valley Wealth Strategies, LLC
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations20 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.