Raffi MoroukianCRD Number: 6973305
Current Firm: Lpl Financial LLC
Raffi Moroukian (CRD# 6973305) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Lpl Financial||Albany, NY||Jun 2020 - Current||2|
|The Ayco Company, L.p./mercer Allied||Albany, NY||Jun 2018 - Jun 2020||2|
|Bobs Lawn Service||Wynantskill, NY||May 2017 - Jun 2018||1|
|Moroukian Wealth Management Group||Albany, NY||May 2015 - Aug 2017||2|
|Bon Appetit||Bristol, RI||Sep 2016 - May 2017||< 1|
|Roger Williams University||Bristol, RI||Aug 2013 - May 2017||3|
|Rosetti Properties||Albany, NY||Jul 2014 - Jul 2016||2|
|Niskayuna High School||Niskayuna, NY||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
|S63||Uniform Securities State Law Examination||Jul 2020|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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