Michael
Karon

Argosy Wealth Management

CRD#5683479
Investment Advisor
in Los Angeles, CA
Are you Michael Karon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Karon is a certified financial planner working out of Los Angeles, California, who has been in the financial industry for 16 years. Karon currently works for Argosy Wealth Management. Over the course of their career, Karon has held roles at Moran, Kimura & Heising LLC, Scinovate Research Company LLC, Financial Network, Cetera Advisor Networks LLC, Argosy Wealth Management and Mutual Securities, Inc. Karon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Argosy Wealth Management is a business that has its headquarters in Los Angeles, California. The company has a total of nine employees. It controls $184 million in total assets between its 427 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 427 customer accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets. Argosy Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Argosy Wealth Management can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6310 San Vicente Boulevard Suite 404
Los Angeles, CA 90048

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Argosy Wealth Management Brokerage Details

Total Assets Under Management

$183,647,555

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

427

CA Average: 3,727
Average Account Size

$430,088

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Karon Work History

Michael has 16 years of experience.

2018 - Present (1 years)

Mutual Securities, Inc

2013 - 2018 (5 years)

Cetera Advisor Networks LLC

2010 - Present (9 years)

Argosy Wealth Management

2009 - 2010 (1 years)

Moran, Kimura & Heising LLC

2009 - 2012 (3 years)

Financial Network

2002 - 2016 (14 years)

Scinovate Research Company LLC

Disclosures

Michael Karon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started