Unclaimed Profile

Jeffrey David Kercorian

LINEGUARD INVESTMENTS, LLC·TROY, Michigan

SIE, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredLINEGUARD INVESTMENTS, LLC

101 W. BIG BEAVER ROAD, TROY, MI 48084CRD# 2404095Firm CRD# 156618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey David Kercorian · TROY, MI

Registration

CRD #2404095 · LINEGUARD INVESTMENTS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CG ADVISORY SERVICES

Aug 2023 – present

SIEBERT ADVISORNXT, INC.

Apr 2020 – Aug 2023

Troy, MI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Dec 2015 – May 2020

TROY, MI

NEXT FINANCIAL GROUP, INC.

Mar 2015 – Dec 2015

TROY, MI

LINEGUARD INVESTMENTS, LLC

May 2011 – Oct 2016

TROY, MI

TACTICAL ALLOCATION GROUP, LLC

Oct 2010 – Jun 2011

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 14, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINEGUARD INVESTMENTS, LLC

CRD 156618 · SEC 801-72279

AUM

$52M

Regulatory assets under management

Employees

120 client accounts

Services offered by LINEGUARD INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LINEGUARD INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey David Kercorian offer?

Jeffrey David Kercorian specializes in Investment Management, Fee-Only Advisory. Contact their office in TROY, Michigan for a consultation.

What are Jeffrey David Kercorian's credentials?

Jeffrey David Kercorian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Kercorian located?

Jeffrey David Kercorian is based in TROY, Michigan, working with LINEGUARD INVESTMENTS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Jeffrey David Kercorian charge for services?

Jeffrey David Kercorian's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINEGUARD INVESTMENTS, LLC?

LINEGUARD INVESTMENTS, LLC has approximately 1 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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