Michael Vatche Markarian
Advisor at MB3 Consulting LLC — Glendale, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
39 years
Location
Glendale, CA 91202
MB3 Consulting LLC
Independent
Total advisors
1Clients per advisor
82 Very HighAvg AUM per client
$750,207 HighHNW client ratio
18% TypicalMichael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.
Based on MB3 Consulting LLC
Between $4,000 and $350,000 for Business & Family Office Services.
All Assets - All Assets: 0.50% annually
Glendale, CA
1025 North Brand Blvd, Suite 230
Glendale CA 91202
Advisors at this office
1
California
39 years of industry experience
MB3 Consulting LLC
2019 - Present • 7 years
Glendale, CA
SID Ventures, LLC
2015 - Present • 11 years
Glendale, CA
Lincoln Financial Advisors Corporation
1998 - 2019 • 21 years
Glendale, CA
Osaic FA, Inc.
1997 - 2019 • 22 years
Glendale, CA
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A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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