AG
AG

Aaron Garabedian

12 Years of Experience
Fresno, CA
Broker

Aaron Garabedian is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 12 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

7110 North Fresno St, Ste 200, Fresno, CA, 93720

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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

Aaron is the LLC Manager of Moog, LLC (a farm), and the Owner/Licensed CA Car Dealer of Garabedian Motorcars, LLC, dedicating minimal time and about a quarter of his time respectively. He also operates Blue Oak Wealth Management as a DBA for his LPL business full-time, and works at The Garabedian Group, Inc. doing tax preparation/accounting/CPA work about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2013 - August 2024 · 10 yrs 9 mos
Cetera Financial Specialists LLCBroker
October 2013 - August 2024 · 10 yrs 10 mos
State Registrations9 states
AKAZCAFLIDNVORWAWY
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.