Financial ADVSR advisor directory · SEC adviser records
Kanan Advisors financial advisors in Malibu, CA
Every SEC-registered investment adviser representative at a Kanan Advisors office in Malibu, A to Z.
The short answer
3 registered advisors work at Kanan Advisors in Malibu, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Kanan Advisors advisors in Malibu, A to Z
Every Kanan Advisors advisor →- Adam M. AnschultzInvestment adviser rep
- Steven D. KarkennyCertified Financial Planner
- Taylor C. SniderCertified Financial Planner
Kanan Advisors advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Malibu
All Malibu advisors →Questions
How many financial advisors does Kanan Advisors have in Malibu?
3 investment adviser representatives are registered at Kanan Advisors offices in Malibu, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Kanan Advisors one of the largest advisor employers in Malibu?
Kanan Advisors ranks number 2 in Malibu by registered advisors; Integrity Financial Corporation has the most, with 4.
How do I check a Kanan Advisors advisor in Malibu?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kanan Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.