Vahick A. Yedgarian
Professional summary
Vahick Aram Yedgarian, CFP®, who also goes by Vahick Yedgarian, is a registered financial advisor currently at REGENCY FINANCIAL GROUP located in La Crescenta, California.
Vahick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Vahick has worked at 8 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vahick Aram Yedgarian's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
September 21, 2017 - Present
REGENCY FINANCIAL GROUP
November 3, 2004 - April 7, 2006
1ST GLOBAL ADVISORS INC
November 1, 2004 - April 7, 2006
1ST GLOBAL CAPITAL CORP.
December 2, 2003 - October 13, 2004
MONY SECURITIES CORPORATION
December 2, 2003 - October 13, 2004
MONY SECURITIES CORPORATION
January 13, 2003 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
December 17, 2002 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
August 20, 1999 - July 1, 2002
GRATTAN FINANCIAL SECURITIES, INC.
September 8, 1994 - March 22, 1999
OSAIC WEALTH, INC.
April 6, 1992 - September 19, 1994
G. R. PHELPS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/21/2017)
Exams
Current Firm
REGENCY FINANCIAL GROUP
CRD#: 139892 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 201 |
| AUM (Assets Under Management) | $ 36,962,797 |
Red Flags
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