Kim Magana, financial advisor Rancho Cucamonga CA

Kim Magana

CRD Number: 4847656
Current Firm: Marathon Capital Management, LLC

Kim Magana (CRD# 4847656) is an Investment Advisor Representative working at Marathon Capital Management, LLC in Rancho Cucamonga, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Marathon Capital Management Upland, CA Oct 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Kim L. Magana
Phone Number: 760-559-5669
Registered State(s):
  • CA
  • TX
Current Firm Details
Marathon Capital Management, LLC
Firm's CRD Number: 132645
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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