Kevin Walda (CRD# 5836586) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 14 years of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vx Logistics LLC | San Diego, CA | Aug 2021 - Current | 2 |
| Ross Walda Legal Group | San Digo, CA | Mar 2019 - Current | 5 |
| Law Office Of Kevin Walda | San Diego, CA | Aug 2013 - Current | 10 |
| Graham Investment Management Inc. | San Diego, CA | Aug 2010 - Current | 13 |
| Self Employed | San Diego, CA | Nov 2007 - Current | 16 |
| Factor Technologies Inc. | San Diego, CA | Mar 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- CA
- TX
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$797,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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