AB
Alex Boghossian
ADVISORY DIALECTICS
Agoura Hills, CA
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CRD#: 7817461
AB
Professional summary
Alex Boghossian is a registered financial advisor currently at ADVISORY DIALECTICS located in Agoura Hills, California.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alex has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Alex Boghossian'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
October 11, 2024 - Present
ADVISORY DIALECTICS
RIA
CRD#: 332273
Agoura Hills, 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(10/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AD
ADVISORY DIALECTICS
ADVISORY DIALECTICS | ADVISORY DIALECTICS, INC.
CRD#: 332273 / SEC#:
California
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Contact information
Main Address
Agoura Hills, CA
Mailing Address
2108 N St Suite 9176, Sacramento, CA 95816
Phone number
(818) 726-1650
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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