Vahick Yedgarian, financial advisor La Crescenta CA

Vahick Yedgarian

CRD Number: 2145044
Current Firm: Regency Financial Group

Vahick Yedgarian (CRD# 2145044) is an Investment Advisor Representative working at Regency Financial Group in La Crescenta, CA and has over 31 years of experience in the finance industry. Vahick Yedgarian 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
Regency Financial Group La Crescenta, CA Jun 2006 - Current 17
Regency Financial Group La Canada, CA Mar 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
Contact Info for Vahick A. Yedgarian
Phone Number: 818-330-9610
Registered State(s):
  • CA
Current Firm Details
Regency Financial Group
Firm's CRD Number: 139892
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $154,213
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
Types of Clients
Registered States

CA

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