Theodore GaganidzeCRD Number: 1065120
Current Firm: H.d. Vest Advisory Services, Inc.
Theodore Gaganidze (CRD# 1065120) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pasadena, CA and has over 18 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Fleischacker Trust||Pasadena, CA||Oct 2013 - Current||3|
|Conservator Of Estate, Theda E Fleischacker||Pasadena, CA||Aug 2013 - Current||3|
|H.d. Vest Advisory Services||Pasadena, CA||Jun 2007 - Current||9|
|H.d. Vest Investment Services||Pasadena, CA||Nov 1998 - Current||18|
|Self-employed Enrolled Agent||Pasadena, CA||Feb 1995 - Current||22|
|Self-employed||Downey, CA||Oct 1980 - Current||36|
|Self Employed||Marina Del Rey, CA||Dec 1976 - Current||40|
|Self-employed Court-appointed Trustee||Pasadena, CA||Sep 1995 - Sep 2009||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.