Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.

Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

1800 Broadview Drive, Glendale, CA, 91208

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anush sells and services fixed insurance products through various carriers, dedicating about half of their time to this activity. Anush also provides in-home health care for their parents, spends minimal time on property rental, and uses the DBA Great Wealth Management for their investment business, which takes a full-time commitment during trading hours.

Employment History
Current Registrations
Ifp Securities, LLCBroker
March 2022 - Present · 3 yrs 10 mos
Independent Financial Partners
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Verus Capital Partners, LLC
May 2017 - October 2020 · 3 yrs 5 mos
Securities America, INC.Broker
May 2017 - December 2020 · 3 yrs 7 mos
LPL Financial LLC
December 2016 - May 2017 · 5 mos
LPL Financial LLC Broker
September 2015 - May 2017 · 1 yr 8 mos
Hd Vest Investment ServicesBroker
October 2014 - September 2015 · 11 mos
Allstate Financial Services, LLCBroker
February 2013 - October 2014 · 1 yr 8 mos
Cuso Financial Services, L.P. Broker
July 2009 - February 2012 · 2 yrs 7 mos
Aig Financial Advisors, INC.Broker
August 2007 - May 2008 · 9 mos
Wm Financial Services, INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Ifmg Securities, INC.Broker
August 2003 - May 2004 · 9 mos
Wm Financial Services, INC.Broker
May 2003 - August 2003 · 3 mos
Wm Financial Services, INC.Broker
March 2002 - March 2003 · 1 yr
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.