West Cohan (CRD# 6029969) is an Investment Advisor Representative working at Investlinc Wealth Services in Brea, CA and has over 10 years of experience in the finance industry. West Cohan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investlinc Wealth Services, Inc. | Anaheim, CA | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- CA
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts486ACCOUNTS
-
Average Account Value$160,030
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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