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Thomas Ohanesian

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M

Fee Structure

Minimum Annual Fee:$10,000
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Location

2792 Gateway Road, Carlsbad, CA, 92009

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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

Thomas is an agent at LWM Insurance Solutions, an insurance agency, since 2018. He spends about half of his time on insurance sales, including during trading hours.

Employment History
Current Registrations
Intelligence Driven Advisers, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Labrum Wealth Management, LLC
January 2017 - March 2019 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.