Narine Mardanyan, financial advisor Lake Forest CA
96 score

Narine Mardanyan

CRD Number: 5394252
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Narine Mardanyan (CRD# 5394252) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Lake Forest, CA and has over 8 years of experience in the finance industry. Narine Mardanyan 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
National Planning Corporation Springfield, MA Aug 2009 - Current 7
Ing Financial Advisors Windsor, CT Apr 2009 - Jul 2009 < 1
Ing Windsor, CT Apr 2009 - Jul 2009 < 1
Chestnut Tax Group Llc (liberty Tax) West Springfield, MA Jan 2009 - Apr 2009 < 1
Ing Springfield, MA May 2008 - Apr 2009 < 1
Ing Financial Advisors Springfield, MA May 2008 - Apr 2009 < 1
Morgan Stanley & Company, Incorporated Springfield, MA Jul 2007 - Mar 2008 < 1
Narine's Translating Services West Springfield, MA Jul 2006 - Dec 2007 1
Law Office John Miller Springfield, MA Oct 2006 - Jul 2007 < 1
Aspen Square Management West Springfield, MA Nov 2004 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Narine K. Mardanyan
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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

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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