Nora Kouza (CRD# 5911909) is an Investment Advisor Representative working at City National Securities, Inc. in La Jolla, CA and has over 12 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | La Jolla, CA | Jan 2019 - Current | 5 |
| Mufg Union Bank | San Diego, CA | Aug 2016 - Jan 2019 | 2 |
| Unionbanc Investment Services | San Diego, CA | Aug 2016 - Jan 2019 | 2 |
| Wells Fargo Advisors LLC | Santee, CA | Apr 2011 - Jul 2016 | 5 |
| Wells Fargo Bank, N.a. | Santee, CA | Feb 2010 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
-
Total Assets Under Management1,490MILLIONS
-
Total Number of Accounts2,126ACCOUNTS
-
Average Account Value$700,934
- A percentage of assets under your management
- Other
- 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)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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