Richard Panchookian, financial advisor Lincroft NJ

Richard Panchookian

CRD Number: 1814861
Current Firm: Tfs Advisory Services

Richard Panchookian (CRD# 1814861) is an Investment Advisor Representative working at Tfs Advisory Services in Lincroft, NJ and has over 35 years of experience in the finance industry. Richard Panchookian 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
Tfs Securities, Inc. Lincroft, NJ Jun 2012 - Current 11
Alta Vista Wealth Management, LLC Orlando, FL Jan 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Disclosure Information

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
Contact Info for Richard H. Panchookian
Phone Number: 732-758-9300
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    1,292
    MILLIONS
  • Total Number of Accounts
    5,347
    ACCOUNTS
  • Average Account Value
    $241,663
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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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