Tfs Securities, Inc
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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.
Tfs Securities, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Tfs Securities, Inc
Alta Vista Wealth Management, LLC
International Assets Advisory, LLC
Richard Panchookian has disclosures.
Please visit their SEC profile for more details.