Vladimir Kouznetsov (CRD# 6297202) is an Investment Advisor Representative working at Retegy LLC in Irvine, CA and has over 10 years of experience in the finance industry. Vladimir Kouznetsov 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stryker Corporation | Irvine, CA | Jun 2023 - Current | < 1 |
| Retegy LLC | Irvine, CA | Apr 2018 - Current | 6 |
| Genomic Life | La Jolla, CA | Jun 2022 - Jun 2023 | 1 |
| Taxoptimal LLC | Irvine, CA | Dec 2019 - Dec 2022 | 3 |
| Ust Global | Aliso Viejo, CA | Sep 2020 - Jun 2022 | 1 |
| Transamerica Financial Advisors, Inc. | Encino, CA | Jun 2014 - Apr 2018 | 3 |
| Transamerica Financial Advisors, Inc. | Encino, CA | Feb 2014 - Apr 2018 | 4 |
| World Financial Group | Encino, CA | Nov 2013 - Apr 2018 | 4 |
| American Home & Investment Inc. | Bellevue, WA | Nov 2011 - Mar 2018 | 6 |
| Delavi LLC | Bellevue, WA | Jan 2007 - Mar 2018 | 11 |
| Feriton Corp | Bellevue, WA | Feb 2014 - Apr 2017 | 3 |
| Rental Properties | Bellevue, WA | Nov 2006 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- CA
- WA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$145,444
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, WA
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