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Armik Aghakhani

Raymond James & Associates, Inc.

Beverly Hills, CA

CRD 6529716

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2015-07-30
  • CA RA
    APPROVED_RES
    Since 2015-07-30

Branch Locations

9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tax & Business Consulting Group Beverly Hills & Glendale CA 01/1999 Present
  • 01/1999 → Present
    Tax & Business Consulting Group
    Beverly Hills & Glendale, CA
Other Businesses

CPA FIRM

View on SEC IAPD

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