John Karl, financial advisor Laguna Beach CA
93 score

John Karl

CRD Number: 1335803
Current Firm: Wcm Investment Management

John Karl (CRD# 1335803) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Imst Distributors, LLC Laguna Beach, CA Jan 2013 - Current 3
Wcm Investment Management Laguna Beach, CA Aug 2010 - Current 6
Grand Distribution Services, LLC Milwaukee, WI May 2011 - Dec 2012 1
Hillstone Capital New York, NY May 2010 - Aug 2010 < 1
Avondale Partners, LLC Nashville, TN Apr 2009 - May 2010 1
Westridge Capital Management Scottsdale, AZ Aug 2006 - Mar 2009 2
Westchester Associates Scottsdale, AZ Mar 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for John G. Karl
Phone Number: 949-380-0200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11,662
    MILLIONS
  • Total Number of Accounts
    2,932
    ACCOUNTS
  • Average Account Value
    $3,977,373
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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