Alexander Jaramishian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 11 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Alexander operates under several DBAs for his LPL business, including Thiesen Dueker Group and Thiesen Dueker Financial Consulting Group. He also works as a CPA, providing tax preparation and accounting services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations14 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.
Exams
More Advisors
- Christopher DavisLPL Financial LLC
- Timothy BurkhartLPL Financial LLC
- Jason Link, CFPLPL Financial LLC
- Nicholas MaxwellLPL Financial LLC
- Mitchell Reinhardt, CFPLPL Financial LLC
- Michael Muhareb, CFPLPL Financial LLC