Elias Hakimian (CRD# 4404048) is an Investment Advisor Representative working at Crystal Cove Asset Management in Newport Beach, CA and has over 22 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crystal Cove Asset Management | Costa Mesa, CA | Aug 2021 - Current | 2 |
| Unemployed | Huntington Beach, CA | Jun 2021 - Aug 2021 | < 1 |
| Crystal Cove Asset Management | Costa Mesa, CA | May 2019 - Jun 2021 | 2 |
| Lpl Financial | Seal Beach, CA | Apr 2018 - May 2019 | 1 |
| Lpl Financial, LLC | Newport Beach, CA | Oct 2005 - Apr 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management76MILLIONS
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Total Number of Accounts218ACCOUNTS
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Average Account Value$348,935
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, TX
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