Financial ADVSR advisor directory · SEC adviser records
Davidson Kahn Capital Management, LLC financial advisors in Sherman Oaks, CA
Every SEC-registered investment adviser representative at a Davidson Kahn Capital Management, LLC office in Sherman Oaks, A to Z.
The short answer
3 registered advisors work at Davidson Kahn Capital Management, LLC in Sherman Oaks, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Davidson Kahn Capital Management, LLC advisors in Sherman Oaks, A to Z
Every Davidson Kahn Capital Management, LLC advisor →- Drew F. CohenInvestment adviser rep
- Jake R. DavidsonInvestment adviser rep
- Alex LanzkowskyInvestment adviser rep
Davidson Kahn Capital Management, LLC advisors in every city and state →Davidson Kahn Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Sherman Oaks
All Sherman Oaks advisors →LPL Enterprise, LLC 32Morgan Stanley 28LPL Financial LLC 17Highline Wealth Partners 16UBS Financial Services Inc. 15Hilltop Securities Inc. 14J.P. Morgan Securities LLC 6Bankers Life Advisory Services, Inc. 3Edward Jones 3Strategic Advisers LLC 3Tiaa-Cref Individual & Institutional Services, LLC 3
Questions
How many financial advisors does Davidson Kahn Capital Management, LLC have in Sherman Oaks?
3 investment adviser representatives are registered at Davidson Kahn Capital Management, LLC offices in Sherman Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Davidson Kahn Capital Management, LLC one of the largest advisor employers in Sherman Oaks?
Davidson Kahn Capital Management, LLC ranks number 9 in Sherman Oaks by registered advisors; LPL Enterprise, LLC has the most, with 32.
How do I check a Davidson Kahn Capital Management, LLC advisor in Sherman Oaks?
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 Davidson Kahn Capital Management, LLC 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.