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Chris V Varjabedian

Investment adviser representative at Lake Avenue Financial LLC
9 yearsExperience
1 stateRegistered in
$154.7MFirm assets
5 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

Experience

9 years in the industry.

  1. Lake Avenue Financial LLCApr 2025 to now
  2. Var Accounting GroupFeb 2018 to now
  3. Pomerantz, Kavinoky & Co.Jan 2018 to Oct 2019
  4. HcvtJan 2017 to Oct 2017

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Lake Avenue Financial LLC

$154.7MAssets managed
294Clients
5Advisers
5 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
5617262
Firm CRD
315746
Advisor's SEC record (opens in a new tab)
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