NM
Narine K. Mardanyan
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Laguna Hills, CA 92653
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CRD#: 5394252
NM
Professional summary
Narine K Mardanyan, CFP®, who also goes by Narine Kapriyelova, Narine Mardanyan, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Laguna Hills, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Laguna Hills, California.
Narine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Narine has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Narine Kapriyelova | Narine Mardanyan
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.
1. KAPRI, INC., Laguna Hills CA 92653, United States, 01/01/2020, Owner, Administrative, NIR, 2 HR/MO - 0 HR/MO TRADING 2. NARINE MARDANYAN, Mission Viejo CA 92691, United States, 01/01/2016, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Narine K Mardanyan'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®
CFP®
Start date: 2013
Experience
Current
September 2, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 24031 El Toro Rd. Ste. 210, Laguna Hills, CA 92653RIA
CRD#: 134139
Laguna Hills, CA
Current
September 2, 2025 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 24031 El Toro Rd. Suite 255, Laguna Hills, CA 92653BD
CRD#: 39543
Laguna Hills, CA
Past
January 12, 2018 - September 3, 2025
VALLEY WEALTH STRATEGIES, LLC
RIA
CRD#: 289737
Laguna Hills, CA
Past
November 29, 2017 - April 4, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAGUNA HILLS, CA
Past
November 29, 2017 - September 3, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
LAGUNA HILLS, CA
Past
January 19, 2011 - November 29, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
LAKE FOREST, CA
Past
August 17, 2009 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LAKE FOREST, CA
Past
June 18, 2008 - August 20, 2009
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
WINDSOR, CT
Past
June 18, 2008 - August 20, 2009
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
December 21, 2007 - April 7, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
SPRINGFIELD, MA
Past
October 12, 2007 - April 7, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
SPRINGFIELD, MA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/10/2025)
RR
California(9/2/2025)
IAR
California(9/2/2025)
RR
Colorado(9/10/2025)
RR
Florida(9/10/2025)
RR
Idaho(9/10/2025)
RR
Indiana(9/10/2025)
RR
Maine(9/10/2025)
RR
Massachusetts(9/10/2025)
RR
Minnesota(9/10/2025)
RR
Missouri(9/10/2025)
RR
Nevada(9/10/2025)
RR
New Hampshire(9/29/2025)
RR
New Mexico(9/29/2025)
RR
North Carolina(9/10/2025)
RR
Oregon(9/10/2025)
RR
Tennessee(9/29/2025)
RR
Texas(9/10/2025)
IAR
Texas(9/10/2025)
RR
Virginia(9/29/2025)
RR
Washington(9/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
