Khachik Gezalyan (CRD# 6685209) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tap Mob, LLC | Scottsdale, AZ | Feb 2023 - Current | 1 |
| The Vanguard Group | Scottsdale, AZ | Jul 2016 - Current | 7 |
| The Panda Candle | Scottsdale, AZ | Oct 2020 - Jun 2022 | 1 |
| Citibank | Van Nuys, CA | Aug 2015 - Jun 2016 | < 1 |
| California State University, Northridge | Northridge, CA | Sep 2014 - Dec 2015 | 1 |
| Macys | Burbank, CA | Apr 2014 - Aug 2015 | 1 |
| Glendale Community College | Glendale, CA | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- AZ
- TX
-
Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
-
Average Account Value$414,024
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV, WY
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