Paul Cohen (CRD# 1180121) is an Investment Advisor Representative working at Marest Capital, LLC in Tarzana, CA and has over 5 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marest Capital, LLC | Tarzana, CA | Mar 2022 - Current | 2 |
| Twc Sports Management Inc. | Tarzana, CA | Sep 1990 - Current | 33 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Mar 2022 | 1 |
| Marest Capital | Tarzana, CA | Jan 2019 - Mar 2022 | 3 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Jan 2019 - Oct 2020 | 1 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Apr 2015 - Oct 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
- TX
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$1,698,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, TX
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