Kim Magana, financial advisor Huntington Beach 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 Huntington Beach, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Marathon Capital Management Huntington Beach, CA Oct 2004 - Current 19
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: 949-556-5556
Registered State(s):
  • CA
  • TX
Current Firm Details
Marathon Capital Management, LLC
Firm's CRD Number: 132645
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $453,913
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

CA, TX

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