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MM

Michael V. Markarian

MB3 CONSULTING LLC
Glendale, CA 91202
Some features on this profile are disabled
CRD#: 1501368
MM

Professional summary


Michael Vatche Markarian, who also goes by Michael V Markarian, Vatche Markarian, Michael Vatche Nmarkarian, is a registered financial advisor currently at MB3 CONSULTING LLC located in Glendale, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael V Markarian | Vatche Markarian | Michael Vatche Nmarkarian

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.
Michael Vatche Markarian is Co-Owner of S.I.D. Ventures LLC 1560 Grandview Avenue Glendale CA 91201 Category: Real Estate management, rental, development Investment Related: YES Title: Co-Owner Duties: Oversee property/collect rent Start Date: 08/03/2015 Hours per Month: 10 Hours per Month during trading hours: 5 Michael Vatche Markarian is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Michael Vatche Markarian is a registered investment advisor.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Vatche Markarian's 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

July 25, 2019 - Present

MB3 CONSULTING LLC

Office #1: 1025 North Brand Blvd Suite 230, Glendale, CA 91202
RIA
CRD#: 304634
Glendale, CA
Past

February 26, 2003 - April 28, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 1, 1998 - September 9, 2019

OSAIC FA, INC.

BD
CRD#: 3978
GLENDALE, CA
Past

September 22, 1997 - September 9, 2019

OSAIC FA, INC.

RIA
CRD#: 3978
GLENDALE, CA
Past

September 12, 1997 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

March 6, 1990 - September 8, 1997

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

October 18, 1988 - March 27, 1989

VANDERBILT SECURITIES, INC.

BD
CRD#: 14280
Past

May 31, 1988 - October 22, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

February 18, 1988 - June 10, 1988

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 4, 1988 - March 5, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

September 24, 1986 - February 3, 1988

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156

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
(7/25/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MC
MB3 CONSULTING LLC
MB3 CONSULTING LLC

CRD#: 304634 / SEC#:

California
Registered Investment Advisory firm - (7/25/2019 Approved)
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Contact information


Main Address
1025 North Brand Blvd Suite 230, Glendale, CA 91202
Mailing Address
Phone number
(818) 288-5098
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts94
AUM (Assets Under Management)$ 58,500,000

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/03/2025
Cover Page
10/18/2023
01/09/2023

Red Flags


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

Company Information


MB3 CONSULTING LLC

CRD#: 304634Glendale, CA 91202

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