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Kirk Shahen Mekerdichian

Lazari Capital Management, Inc.

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About Kirk Shahen Mekerdichian

Kirk Mekerdichian is a financial advisor with Lazari Capital Management, Inc. Kirk has been in the industry since 2020 and holds a Series 63, Series 65 and Series 7TO license, as well as a SIE designation. Kirk is registered to provide financial advice in California. Previously, Kirk was affiliated with Kovack Securities, Inc. Kirk is committed to providing his clients with personalized financial advice and investment management services.

Firm Information

Kirk Mekerdichian is currently registered with Lazari Capital Management, Inc.. Lazari Capital Management, Inc. is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Lazari Capital Management has approximately $471 million in regulatory assets under management.
Lazari Capital Management, Inc.

6928 OWENSMOUTH AVE.

WOODLAND HILLS, CA 91303

$471.15M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kirk Mekerdichian’s Registration & Firm History

CA

07/31/2020 - Present

Lazari Capital Management, Inc. (WOODLAND HILLS CA)

CA

03/06/2020 - 12/01/2021

KOVACK SECURITIES INC. (Glendale CA)

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Licenses & Designations

IA

Issued 06/01/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Shahen Mekerdichian.
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