Wescom Financial Services, LLC

Wescom Financial Services, LLC (CRD# 125650) is a financial advisory firm headquartered in Pasadena, CA. They manage $73,090,748 in 429 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $170,375
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Wescom Financial Services, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Humberto R. Jimenez
CRD#: 5659649
24939 Pico Canyon Rd., Unit D, Stevenson Ranch, CA 91381
98
Wealthminder
score
Humberto Jimenez (CRD# 5659649) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Stevenson Ranch, CA and has over 6 years of experience in the finance industry.
2
Steven P. McCormick
CRD#: 5059233
11-a East Hillcrest Drive, Thousand Oaks, CA 91362
96
Wealthminder
score

Steven McCormick (CRD# 5059233) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Thousand Oaks, CA and has over 11 years of experience in the finance industry. Steven McCormick 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.

3
Lanny Cheng
CRD#: 1504514
123 South Marengo Avenue, 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Lanny Cheng (CRD# 1504514) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 29 years of experience in the finance industry.

4
Byung D. Chong
CRD#: 4189656
123 South Marengo Avenue, Pasadena, CA 91101
93
Wealthminder
score

Byung Chong (CRD# 4189656) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 15 years of experience in the finance industry.

5
Keith G. Devereaux
CRD#: 1069307
123 South Marengo Avenue, 4th Fl, Pasadena, CA 91101
93
Wealthminder
score

Keith Devereaux (CRD# 1069307) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 10 years of experience in the finance industry.

6
David A. Jabczenski
CRD#: 2254235
5601 E. La Palma Ave, Anaheim, CA 92806
93
Wealthminder
score

David Jabczenski (CRD# 2254235) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Anaheim, CA and has over 24 years of experience in the finance industry.

7
Young S. Kim
CRD#: 4322485
500 E. Wilson Ave, Glendale, CA 91206
93
Wealthminder
score

Young Kim (CRD# 4322485) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Glendale, CA and has over 14 years of experience in the finance industry.

8
Connie M. Knox
CRD#: 2279725
500 E. Wilson Ave, Glendale, CA 91206
93
Wealthminder
score

Connie Knox (CRD# 2279725) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Glendale, CA and has over 23 years of experience in the finance industry.

9
Keith B. Pipes
CRD#: 1577134
123 South Marengo Avenue, Pasadena, CA 91101
93
Wealthminder
score

Keith Pipes (CRD# 1577134) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Pasadena, CA and has over 20 years of experience in the finance industry.

10
Truong Q. Thieu
CRD#: 5583139
3743 W. Chapman Ave. Suite C, Orange, CA 92868
93
Wealthminder
score

Truong Thieu (CRD# 5583139) is an Investment Advisor Representative working at Wescom Financial Services, LLC in Orange, CA and has over 6 years of experience in the finance industry.

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