Richard
Panchookian

Tfs Securities, Inc

CRD#1814861
Investment Advisor
in Orlando, FL
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About this Advisor

Richard Panchookian is a certified financial planner in Orlando, Florida. Currently a registered financial advisor with Tfs Securities, Inc, Panchookian has 13 years of professional experience as a financial advisor. Panchookian holds a Series 63 license, designating them as a securities agent. Panchookian is registered to act as a financial advisor based out of Florida. Throughout their career, Panchookian has worked at International Assets Advisory, LLC, Tfs Securities, Inc and Alta Vista Wealth Management, LLC. Tfs Securities, Inc is headquartered in Orlando, Florida, and operates out of 104 other offices in the country. In aggregate, Tfs Securities, Inc oversees $768 million in assets throughout 4,134 client accounts and retains more than 191 people. The level of assets currently under the firm's management makes it one of the bigger financial advisory firms in the nation. The firm manages 2,960 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 30% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Tfs Securities, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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, Commissions

Disclosures

Yes

Office Location

14 East Washington Street Suite 600H
Orlando, FL 32801

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Tfs Securities, Inc Brokerage Details

Total Assets Under Management

$768,011,777

FL Average: $10,121,009,343
Total Number of Employees

191

FL Average: 92
Total Number of Accounts

4,134

FL Average: 6,978
Average Account Size

$185,779

FL Average: $1,450,417

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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

Richard Panchookian Work History

Richard has 13 years of experience.

2012 - Present (7 years)

Tfs Securities, Inc

2012 - Present (7 years)

Alta Vista Wealth Management, LLC

2005 - 2011 (6 years)

International Assets Advisory, LLC

Disclosures

Richard Panchookian has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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