Raffi Paul Moroukian
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- LPL Financial LLCJun 2020 to now
- The Ayco Company, L.p./mercer AlliedJun 2018 to Jun 2020
- Bobs Lawn ServiceMay 2017 to Jun 2018
- Bon AppetitSep 2016 to May 2017
- Moroukian Wealth Management GroupMay 2015 to Aug 2017
- Roger Williams UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6973305
- Firm CRD
- 6413