John Kalianov (CRD# 1359500) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 38 years of experience in the finance industry. John Kalianov 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Laguna Niguel, CA | Feb 2024 - Current | < 1 |
| Avantax Advisory Services | Laguna Niguel, CA | Feb 2024 - Current | < 1 |
| Avantax Insurance Agency, LLC | Laguna Niguel, CA | Feb 2024 - Current | < 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Laguna Niguel, CA | Feb 2024 - Current | < 1 |
| Delario Condominiums Hoa | Laguna Niguel, CA | Nov 2023 - Current | < 1 |
| California Physicians Service Dba Blue Shield Of California | Laguna Niguel, CA | Sep 2005 - Current | 18 |
| Platinum 100 Financial Services | Laguna Niguel, CA | Apr 2005 - Current | 19 |
| Crown Capital Securities, LP | Orange, CA | Apr 2005 - Feb 2024 | 18 |
| Westland Financial Services | Laguna Niguel, CA | Jun 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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