Mark A. Boujikian

KEYMARK FINANCIAL

ROLLING HILLS ESTATES, CA 90275

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CRD#: 5971620

Professional summary

Mark Anthony Boujikian JR., CFP® is a registered financial advisor currently at KEYMARK FINANCIAL located in Rolling Hills Estates, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mark Boujikian, Jr. is a bookkeeper for wildlife rehabilitation. This activity takes up less than 10% of the Advisors time during business hours. This activity is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Boujikian JR.'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^®

Certified Financial Planner

Experience

Current

May 3, 2017 - Present

KEYMARK FINANCIAL

Office #1: 500 Silver Spur Suite 203, Rolling Hills Estates, CA 90275

RIA

CRD#: 288302

ROLLING HILLS ESTATES, CA

Past

November 8, 2012 - June 20, 2017

HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 107510

TORRANCE, CA

Past

November 14, 2011 - August 8, 2012

WHELAN FINANCIAL

RIA

CRD#: 107227

FRESNO, CA

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
(5/3/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/2011

Uniform Investment Adviser Law Examination

Current Firm

KEYMARK FINANCIAL

CRD#: 288302 / SEC#:

California

Registered Investment Advisory firm - (5/3/2017 Approved)

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Contact information

Main Address

500 Silver Spur Suite 203, Rolling Hills Estates, CA 90275

Mailing Address

Phone number

(310) 750-6248

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 28,649,476

Red Flags

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

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Mark A. Boujikian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Boujikian JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYMARK FINANCIAL

HARRIS FINANCIAL ADVISORS, INC.

WHELAN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2011

Current Firm

KEYMARK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEYMARK FINANCIAL

TRUST BUT VERIFY

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