Efrem MuchinCRD Number: 6058412
Current Firm: Valic Financial Advisors, Inc.
Efrem Muchin (CRD# 6058412) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Las Vegas, NV and has over 5 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Valic Financial Advisors||Las Vegas, NV||Sep 2015 - Current||2|
|Ameriprise Financial Services, Inc.||Las Vegas, NV||May 2012 - Jun 2015||3|
|Macys Inc.||Mason, OH||Nov 2011 - Sep 2012||< 1|
|Holiday Systems International||Las Vegas, NV||Oct 2011 - Mar 2012||< 1|
|Greenlink Networks Inc.||Encino, CA||Aug 2009 - Oct 2011||2|
|Brookstone Stores, Inc.||Merrimack, NH||Nov 2010 - Jan 2011||< 1|
|Business Development Professionals||Las Vegas, NV||Jul 2009 - Aug 2009||< 1|
|Eliot Management Group LLC||Fort Worth, TX||Jun 2008 - Aug 2009||1|
|Holman's Of Nevada, Inc.||Las Vegas, NV||Dec 2008 - Feb 2009||< 1|
|Nevada Corporate Headquarters, Inc.||Las Vegas, NV||Mar 2008 - May 2008||< 1|
|(hrnv, Inc.||Lathrup Village, MI||Oct 2007 - Mar 2008||< 1|
|Conrad & Company||North Las Vegas, NV||Apr 2007 - Oct 2007||< 1|
|Psi Marketing Consultants, Inc.||Des Plaines, IL||Jan 2007 - Apr 2007||< 1|
|Aldec Inc.||Henderson, NV||Oct 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.