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Irvine Financial Advisors
Crystal Cove Wealth Management, LLC
19200 Von Karman Ave, Ste. 920
Irvine, CA 92612
(949) 752-7834
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“Some Things are Worth Preserving for Future Generations”
Advisor Profile
Name: Elias Hakimian
Website: Visit Website
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Business Description
Crystal Cove Wealth Management, LLC is a progressive thinking investment management and financial planning firm. Crystal Cove educates high net worth individuals on how to maximize their wealth by fully utilizing the entire scope of their assets (Stocks, Bonds, Real Estate, Businesses) and liabilities (Mortgage, Taxes, Loans, Credit). Our goal is to become a personal CFO for every client effectively increasing their bottom line.
 

General Information
Gender:    Male
CRD#:    4404048
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial Corporation
States Licensed in:    AZ, CA, CO, HI, KS, MD, MA, NV, OH, WA
Years of Experience in Financial Services:    7
Number of Years with Current Firm:    3
Work Experience:    Crystal Cove Wealth Management, LLC - Partner/Wealth Advisor

Wells Fargo Private Client Services - Vice President of Investments

Citi Group Investment Services - Financial Executive

Morgan Stanley Dean Witter - Financial Advisor
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education
Academic Background
 
University of Hawaii
 

Services
Investment Types:    Mortgages & Real Estate, Alternative Investments, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Insurance, Annuities, Stocks
 

Qualifications & Memberships
Securities Licenses:    Series 66, Series 24, Series 7
Insurance and Annuity Licenses:    Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    1.5%
 
 
 
Prepared By: Elias Hakimian
Most Recent Update: 07/11/2008