Ilan Fersht (CRD# 1174011) is an Investment Advisor Representative working at Kelsey Financial, LLC in Oak Park, CA and has over 31 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 |
|---|---|---|---|
| Kelsey Financial, LLC | Moorpark, CA | May 2023 - Current | < 1 |
| Western International Securities, Inc. | Pasadena, CA | Aug 2017 - May 2023 | 5 |
| Financial West Group | Westlake Village, CA | Jun 1991 - Aug 2017 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
- CA
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts237ACCOUNTS
-
Average Account Value$583,910
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, NV, OR, TX
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