Kayli Dang, financial advisor Beverly Hills CA
93 score

Kayli Dang

CRD Number: 5605608
Current Firm: City National Securities, Inc.

Kayli Dang (CRD# 5605608) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 7 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Beverly Hills CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
David Fried, financial advisor Beverly Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Similar Advisors
Morris Amiri, financial advisor Beverly Hills CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Company Name Location Dates Years
City National Securities Beverly Hills, CA Jan 2014 - Current 2
City National Bank Beverly Hills, CA Oct 2013 - Current 3
Hsbc Bank Usa, N.a. Beverly Hills, CA Jul 1999 - Oct 2013 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Kayli N. Dang
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Kayli Dang and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.