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Jeffrey David Kercorian

LINEGUARD INVESTMENTS, LLC·TROY, Michigan
Clean recordLINEGUARD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey David Kercorian is a registered financial advisor based in TROY, Michigan, affiliated with LINEGUARD INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LINEGUARD INVESTMENTS, LLC
LINEGUARD INVESTMENTS, LLC
AUM
$52M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LINEGUARD INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2404095
Firm CRD# 156618
View on FINRA BrokerCheck →

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05

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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Jody Paul Medford
TROY, MI

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Research
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