Aaron Garabedian, financial advisor Fresno CA
99 score

Aaron Garabedian

CRD Number: 6184068
Current Firm: Cetera Investment Advisers LLC
Compensation Model: Both

Aaron Garabedian (CRD# 6184068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA.

 

For many, understanding every aspect of personal finance can be daunting. From investments to retirement, the decisions can be overwhelming. 

 

That’s where we come in.  

 

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. 

 

Your personal financial goals are what we strive to reach with a customized approach that adapts as your life does. We work with you to create a mutually beneficial and respected long-term relationship.

 

For more information about my firm and our services, please call. We would enjoy learning more about your goals and dreams.

 

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
CONTACT
Similar Advisors
Mark Alcorn, financial advisor Fresno CA
Mark P. Alcorn
CRD# 4834967
Diversified Wealth Management Solutions, LLC
Score
103
Similar Advisors
Gerald Parent, financial advisor Fresno CA
Gerald W. Parent
CRD# 2479342
Scf Investment Advisors, Inc.
Score
103
Similar Advisors
Clayton Blanton, financial advisor Fresno CA
Clayton H. Blanton
CRD# 4438997
Eagle Strategies LLC
Score
96
Professional Designations
Company Name Location Dates Years
Blue Oak Wealth Management Fresno, CA Mar 2014 - Current 2
Cetera Financial Specialists Schaumburg, IL Aug 2013 - Current 3
Cetera Investment Advisors Schaumburg, IL Aug 2013 - Current 3
The Garabedian Group, Inc. Fresno, CA Jun 2009 - Current 7
Abaci & Garabedian Fresno, CA Aug 2008 - May 2009 < 1
Deloitte & Touche Usa, LLP Fresno, CA Sep 2007 - Jun 2008 < 1
Abaci & Garabedian Fresno, CA Jan 2007 - Sep 2007 < 1
Csu Fresno / Fresno City College Fresno, CA Aug 2002 - Dec 2006 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Aug 2013
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Aaron J. Garabedian
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

Ready to hire a financial advisor? Get competitive proposals from Aaron Garabedian and other advisors.
BADGES
99
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.