Mark BoujikianCRD Number: 5971620
Current Firm: Keymark Financial
Mark Boujikian (CRD# 5971620) is an Investment Advisor Representative working at Keymark Financial in Rolling Hills Estates, CA and has over 6 years of experience in the finance industry. Mark Boujikian 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.
Jst Investment Consulting
Fried Asset Management, Inc.
|Keymark Financial||Lomita, CA||Apr 2017 - Current||< 1|
|Harris Financial Advisors, Inc.||Torrance, CA||Jul 2012 - Current||5|
|Whelan Financial||Fresno, CA||Dec 2010 - Jun 2012||1|
|Royal T Management||Fresno, CA||Aug 2010 - Dec 2010||< 1|
|San Joaquin Memorial High School||Fresno, CA||Jan 2010 - Jun 2010||< 1|
|Westmont College||Montecito, CA||Aug 2007 - Dec 2009||2|
|Carpinteria City Hall||Carpinteria, CA||Aug 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management11MILLIONS
Total Number of Accounts56ACCOUNTS
Average Account Value$192,023
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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