Churchill Management Group

Churchill Management Group (CRD# 109651) is a financial advisory firm headquartered in Los Angeles, CA. They manage $6,566,607,331 in 17,431 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,567
    MILLION
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Churchill Management Group
Showing 21 - 30 of 45 top financial advisors.
21
Ali Kavianian
CRD#: 5507310
Beaverton, OR

Ali Kavianian (CRD# 5507310) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 12 years of experience in the finance industry. Ali Kavianian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

22
Edward L. Levy
CRD#: 4792736
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Edward Levy (CRD# 4792736) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 17 years of experience in the finance industry.

23
Kory L. Martin
CRD#: 5904990
5900 Wilshire Blvd., Suite 400, Los Angeles, CA 90036

Kory Martin (CRD# 5904990) is an Investment Advisor Representative working at Churchill Management Group in Los Angeles, CA and has over 9 years of experience in the finance industry.

24
Richard J. Mazzola
CRD#: 2720220
Dallas, TX

Richard Mazzola (CRD# 2720220) is an Investment Advisor Representative working at Churchill Management Group in Dallas, TX and has over 25 years of experience in the finance industry.

25
John C. McChesney
CRD#: 4982969
6 Oneida Ln., Hawthorn Woods, IL 60047

John McChesney (CRD# 4982969) is an Investment Advisor Representative working at Churchill Management Group in Hawthorn Woods, IL and has over 14 years of experience in the finance industry.

26
Joseph D. McLaughlin
CRD#: 5002329
Beaverton, OR

Joseph McLaughlin (CRD# 5002329) is an Investment Advisor Representative working at Churchill Management Group in Beaverton, OR and has over 15 years of experience in the finance industry.

27
David C. Messer
CRD#: 4396511
Roseville, CA

David Messer (CRD# 4396511) is an Investment Advisor Representative working at Churchill Management Group in Roseville, CA and has 1 year of experience in the finance industry.

28
Ryan M. Murphy
CRD#: 3014951
120 Vantis Dr., #300, Aliso Viejo, CA 92656

Ryan Murphy (CRD# 3014951) is an Investment Advisor Representative working at Churchill Management Group in Aliso Viejo, CA and has over 22 years of experience in the finance industry.

29
Maximus X. Nguyen
CRD#: 5400385
5550 Painted Mirage, #320, Las Vegas, NV 89149

Maximus Nguyen (CRD# 5400385) is an Investment Advisor Representative working at Churchill Management Group in Las Vegas, NV and has over 13 years of experience in the finance industry.

30
Scott M. Perkins
CRD#: 5877587
12241 Newport Ave., Suite 101, North Tustin, CA 92705

Scott Perkins (CRD# 5877587) is an Investment Advisor Representative working at Churchill Management Group in North Tustin, CA and has over 10 years of experience in the finance industry. Scott Perkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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