Kristen McCulloch (CRD# 7508795) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoke Advisors | Los Angeles, CA | Jan 2022 - Current | 2 |
| United States Small Business Administration | Dallas / Fort Worth, TX | Jul 2020 - Jan 2022 | 1 |
| Law Office Of Kristen Mcculloch | Sausalito, CA | Mar 2014 - Jan 2022 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- CA
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Total Assets Under Management13,363MILLIONS
-
Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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