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Hovsep Ohannes Dermenjian

Investment adviser representative at LPL Financial LLC
36 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

36 years in the industry.

  1. LPL Financial LLCNov 2024 to now
  2. Universal Capital Fncl Ctr Inc dba Universal Cap Ins & Fncl CtrSep 2019 to now
  3. Universal Capital Fncl Ctr Inc dba Universal Capital Wealth MgmtMay 2019 to now
  4. Purshe Kaplan Sterling InvestementsMay 2019 to Nov 2024
  5. Voya Financial Advisors, Inc.Mar 2006 to May 2019
  6. H. Joe Dermenjian, Universal Capital Ins. and Fncl CntrSep 1990 to Sep 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2021912
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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