AJ
CFP
AJ
CFP

Alexander Jaramishian

10 Years of Experience
Fresno, CA
Broker

Alexander Jaramishian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 10 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

465 E. Fir Ave Suite 105, Fresno, CA, 93720-2975

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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

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
July 2022 - Present · 4 yrs
LPL Financial LLC
July 2022 - Present · 4 yrs
LPL Financial LLCBroker
July 2022 - Present · 4 yrs
Previous Registrations
Scf Securities, INC.Broker
November 2017 - June 2022 · 4 yrs 7 mos
Scf Investment Advisors, INC.
November 2017 - June 2022 · 4 yrs 7 mos
Kestra Advisory Services, LLC
April 2016 - November 2017 · 1 yr 7 mos
NFP Advisor Services, LLC
July 2015 - September 2016 · 1 yr 2 mos
Kestra Investment Services, LLCBroker
June 2015 - November 2017 · 2 yrs 5 mos
State Registrations12 states
AZCACOFLIDNCNVNYORTXUTWA
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.