Max Kramer, financial advisor Topanga CA

Max Kramer

CRD Number: 6297206
Current Firm: Kramer Investment Advisors, Inc.

Max Kramer (CRD# 6297206) is an Investment Advisor Representative working at Kramer Investment Advisors, Inc. in Topanga, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Kramer Investment Advisors, Inc. Topanga, CA Jan 2015 - Current 8
Whole Foods Market San Diego, CA Mar 2005 - Jan 2015 9
New York Life San Diego, CA Aug 2014 - Oct 2014 < 1
National Planning Corporation San Diego, CA Feb 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2016
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Max A. Kramer
Phone Number: 310-455-9300
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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