AB
Alen Babakhanians
BRILLIANT FINANCIAL STRATEGIES LLC
Waco, TX
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CRD#: 6940236
AB
Professional summary
Alen Babakhanians is a registered financial advisor currently at BRILLIANT FINANCIAL STRATEGIES LLC located in Waco, Texas.
Alen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Alen has worked at 1 firm .
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.
Accounting. only receive compensation.
have % ownership in Brilliant Financial Strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Alen Babakhanians'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®
NoneExperience
Current
December 11, 2019 - Present
BRILLIANT FINANCIAL STRATEGIES LLC
RIA
CRD#: 292622
Waco, TX
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(12/11/2019)
Exams
Current Firm
BF
BRILLIANT FINANCIAL STRATEGIES LLC
BRILLIANT FINANCIAL STRATEGIES LLC
CRD#: 292622 / SEC#:
California
Registered Investment Advisory firm - (4/6/2018 Approved)Texas
Registered Investment Advisory firm - (11/19/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Waco, TX
Mailing Address
Phone number
(888) 807-6632
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 22,100,054 |
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.
