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RK

Robert M. Kargenian

TABR CAPITAL MANAGEMENT
ORANGE, CA 92868
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CRD#: 1038418
RK

Professional summary


Robert Mihran Kargenian, who also goes by Bob Mihran Kargenian, is a registered financial advisor currently at TABR CAPITAL MANAGEMENT, LLC located in Orange, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 15 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Mihran Kargenian

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Mihran Kargenian's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 23, 2004 - Present

TABR CAPITAL MANAGEMENT, LLC

Office #1: 500 N. State College Blvd. Suite 1320, Orange, CA 92868
RIA
CRD#: 129959
ORANGE, CA
Past

July 1, 2003 - March 5, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ANAHEIM, CA
Past

July 1, 2003 - March 5, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 8, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
PLACENTIA, CA
Past

July 18, 1985 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 30, 1982 - July 24, 1985

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC | TABRM CAPITAL MANAGEMENT, LLC

CRD#: 129959 / SEC#: 801-62650

RIA
Registered Investment Advisory firm - (1/5/2004 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/23/2004)
IAR
Texas
(4/26/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/27/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 2/29/1984
Foreign Currency Options Examination
General Industry/Product Exam

Current Firm


TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC
TABR CAPITAL MANAGEMENT, LLC | TABRM CAPITAL MANAGEMENT, LLC

CRD#: 129959 / SEC#: 801-62650

RIA
Registered Investment Advisory firm - (1/5/2004 Approved)
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Contact information


Main Address
500 N. State College Blvd Suite 1320, Orange, CA 92868
Mailing Address
Phone number
(714) 704-9180
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management


Total Number of Accounts699
AUM (Assets Under Management)$ 231,247,341

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TABR CAPITAL MANAGEMENT, LLC

TABR CAPITAL MANAGEMENT, LLC

CRD#: 129959Orange, CA 92868

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