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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Charles Hagopian is an investment advisor representative at Beacon Pointe Advisors, LLC, and has been in the industry since 2006. Philip has been with the firm since July 2023. Philip specializes in portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. Philip has also provided financial planning, pension consulting, and educational seminars. Philip is registered in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
07/20/2023 - Present
Beacon Pointe Advisors, LLC (San Diego CA)
CA
07/02/2020 - 06/28/2021
CENTAURUS FINANCIAL, INC. (SAN CLEMENTE CA)
CO
09/09/2019 - 06/08/2020
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
02/07/2014 - 05/02/2019
QUESTAR CAPITAL CORPORATION (SAN CLEMENTE CA)
CO
06/08/2010 - 04/30/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TN
10/03/2006 - 04/12/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
05/23/2006 - 09/18/2006
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 07/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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