Vick Khoboyan (CRD# 5119805) is an Investment Advisor Representative working at Harold Davidson & Associates Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harold Davidson & Associates Inc. | Los Angeles, CA | Feb 2024 - Current | < 1 |
| F/m Investment LLC | Washington, DC | May 2023 - Feb 2024 | < 1 |
| Gries Financial Partners | Cleveland, OH | Apr 2021 - Feb 2023 | 1 |
| Oakhurst Capital Management | Los Angeles, CA | Nov 2020 - Apr 2021 | < 1 |
| First Western Capital Management | Denver, CO | Feb 2015 - Nov 2020 | 5 |
| Bank Of America, N.a. | Beverly Hills, CA | May 2013 - Feb 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, CA | Nov 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- CA
- TX
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts390ACCOUNTS
-
Average Account Value$809,277
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Other
CA, LA, TX
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