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Narine K Mardanyan

Valley Wealth Strategies, LLC

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About Narine K Mardanyan

Narine Mardanyan is an investment advisor representative with Valley Wealth Strategies, LLC. Narine has been in the financial services industry since December 2007. Narine is licensed in 20 states and holds the Series 66, Series 7 and Series 31 licenses. Valley Wealth Strategies, LLC is a Registered Investment Advisor that specializes in financial planning and portfolio management. Narine's expertise lies in working with individuals and families with a focus on providing personalized financial advice.

Firm Information

Narine Mardanyan is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Narine Mardanyan’s Registration & Firm History

CA

01/12/2018 - Present

Valley Wealth Strategies, LLC (Lake Forest CA)

CA

08/17/2009 - 11/29/2017

NATIONAL PLANNING CORPORATION (LAKE FOREST CA)

CT

06/18/2008 - 08/20/2009

ING FINANCIAL ADVISERS, LLC (WINDSOR CT)

MA

10/12/2007 - 04/07/2008

MORGAN STANLEY & CO., INCORPORATED (SPRINGFIELD MA)

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Licenses & Designations

BOTH

Issued 12/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 10/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Narine K Mardanyan.
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