AK
AK

Armen George Keheyan

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
946 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$27.7B

Fee Structure

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Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Armen is an independent licensed insurance agent with Life, Accident & Health or Sickness Insurance Licenses since March 2024. He dedicates no time to this business.

Employment History
Current Registrations
Evoke Advisors
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
January 2020 - December 2023 · 3 yrs 11 mos
Morgan StanleyBroker
January 2020 - December 2023 · 3 yrs 11 mos
Wedbush Securities INC.
January 2016 - January 2020 · 4 yrs
Wedbush Securities INC.Broker
August 2015 - January 2020 · 4 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.