Steven Karkenny (CRD# 6584535) is an Investment Advisor Representative working at Integrity Financial Corporation in Malibu, CA and has over 7 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrity Financial Corporation | Bellevue, WA | Oct 2022 - Current | 1 |
| Alliance Advisory & Securities, Inc. | Westlake Village, CA | Sep 2015 - Sep 2022 | 7 |
| Milwaukee Brewers | Helena, MT | Jun 2015 - Sep 2015 | < 1 |
| Wells Fargo Advisors | Pasadena, CA | Apr 2015 - Jun 2015 | < 1 |
| Tmc Event Staff | Santa Clarita, CA | Sep 2012 - May 2015 | 2 |
| Student | Chatsworth, CA | Sep 2005 - May 2015 | 9 |
| Sandman Security | Malibu, CA | Sep 2013 - Dec 2014 | 1 |
| Great American Deals | Santa Clarita, CA | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- CA
- WA
- WY
-
Total Assets Under Management549MILLIONS
-
Total Number of Accounts1,629ACCOUNTS
-
Average Account Value$337,094
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, MT, NE, NV, OR, PA, TN, TX, WA, WY
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