Michael Takvorian, financial advisor Woodland Hills CA

Michael Takvorian

CRD Number: 730733
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Takvorian (CRD# 730733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodland Hills, CA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na Encino, CA Sep 2009 - Current 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherman Oaks, CA May 1981 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Michael J. Takvorian
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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