Allan Babaian (CRD# 4155504) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Aventura, FL and has over 23 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vcs Ventures | New York, NY | Sep 2021 - Current | 2 |
| Vantage Wealth Management | Aventura, FL | Aug 2018 - Current | 5 |
| Joseph Stone Capital, LLC | Aventura, FL | Aug 2014 - Sep 2021 | 7 |
| National Asset Management, Inc. | Boca Raton, FL | Oct 2010 - Aug 2014 | 3 |
| Vfinance Investments, Inc. | Miami, FL | Aug 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CO
- FL
- NJ
- TN
- TX
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Total Assets Under Management33MILLIONS
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Total Number of Accounts60ACCOUNTS
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Average Account Value$546,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CO, FL, NJ, NY, TN, TX
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