Yoav Karni (CRD# 2034780) is an Investment Advisor Representative working at West Coast Financial Wealth Management, Inc. in Walut Creek, CA and has over 33 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Coast Financial Wealth Management, Inc. | Oakland, CA | Jul 2011 - Current | 12 |
| Brokers International Financial Services LLC | Panora, IA | Mar 2011 - Current | 13 |
| Independent | Walnut Creek, CA | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1990 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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