Simon Kramedjian (CRD# 1088120) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bend, OR and has over 40 years of experience in the finance industry. Simon Kramedjian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group, Inc. | El Cajon, CA | Oct 2003 - Current | 20 |
| Independent Financial Group, LLC | El Cajon, CA | Oct 2003 - Current | 20 |
| Adana Corporation | El Cajon, CA | Sep 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1984 |
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
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