Simon Kramedjian, financial advisor Bend OR
96 score

Simon Kramedjian

CRD Number: 1088120
Current Firm: Independent Financial Group, LLC

Simon Kramedjian (CRD# 1088120) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bend, OR and has over 32 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.

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Professional Designations
Company Name Location Dates Years
Independent Financial Group, LLC El Cajon, CA Oct 2003 - Current 13
Independent Financial Group, Inc. El Cajon, CA Oct 2003 - Current 13
Adana Corporation El Cajon, CA Sep 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Simon S. Kramedjian
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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