Tzvetelina Botchoukova (CRD# 6828879) is an Investment Advisor Representative working at Lumiere Financial in New York, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2022 - Current | 1 |
| Lumiere Financial Group LLC | New York, NY | Feb 2022 - Current | 2 |
| Lumiere Financial Group LLC | New York, NY | Jan 2022 - Current | 2 |
| Ameritas Investment Corp, LLC | Lincoln, NE | Jan 2022 - Feb 2022 | < 1 |
| Ameritas Advisory Services | Lincoln, NE | Jan 2022 - Feb 2022 | < 1 |
| Franklin Distributors LLC | New York, NY | Apr 2021 - Jan 2022 | < 1 |
| Fiduciary Trust International, LLC | New York, NY | Jun 2020 - Jan 2022 | 1 |
| Athena Capital Advisors LLC | Lincoln, MA | Apr 2016 - Jun 2020 | 4 |
| Bny Mellon | New York, NY | Jun 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
| S63 | Uniform Securities State Law Examination | Jan 2022 |
- NY
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$222,680
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CT, FL, MA, NJ, NY, TX
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