Yoav Karni

WEST COAST FINANCIAL WEALTH MANAGEMENT,

Walut Creek, CA 94596

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CRD#: 2034780

Professional summary

Yoav Karni, who also goes by Joe Karni, Joseph Karni, is a registered financial advisor currently at WEST COAST FINANCIAL WEALTH MANAGEMENT, INC located in Walut Creek, California.

Yoav is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Yoav has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Karni | Joseph Karni

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RUN WEST COAST FINANCIAL AND INSURANCE SERVICES, AS A GENERAL AGENT. NON-INVESTMENT RELATED. 1814 FRANKLIN ST. # 802, OAKLAND, CA 94612, I AM A LIFE INSURANCE AGENT FOR THE PRINCIPAL MARKETING OF LIFE & DISABILITY INSURANCE, SOME LONG TERM CARE & MEDICARE. STARTED 03/2001, 80 HOURS PER MONTH. AGENT, HEALTH NET & COVENTRY MEDICARE INSURANCE, 1814 FRANKLIN ST., #802, OAKLAND, CA 94612. NON INVESTMENT RELATED, APPROX. 15% OF TIME AND I SELL MEDICARE INSURANCE AND 401K PLANS. REAL ESTATE 100% OWN RENTAL PROPERTY WHICH PRODUCES RENTAL INCOME- 1 HR A MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yoav Karni's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2011 - Present

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

Office #1: 1801 Oakland Blvd. Suite 335, Walut Creek, CA 94596

RIA

CRD#: 158644

Walut Creek, CA

Past

March 7, 2011 - September 12, 2011

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

OAKLAND, CA

Past

May 11, 2010 - February 17, 2011

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

OAKLAND, CA

Past

April 20, 2009 - February 17, 2011

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

OAKLAND, CA

Past

June 14, 2005 - April 15, 2009

CENTAURUS FINANCIAL, INC.

CRD#: 30833

OAKLAND, CA

Past

April 4, 2003 - November 4, 2003

LIBERTY GROUP, LLC

CRD#: 106036

OAKLAND, CA

Past

September 7, 1990 - March 13, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 7, 1990 - March 13, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/19/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/10/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/6/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC | WEST COAST FINANCIAL WEALTH MANAGEMENT, LLC

CRD#: 158644 / SEC#:

California

Registered Investment Advisory firm - (9/19/2011 Approved)

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Contact information

Main Address

1801 Oakland Blvd. Suite 335, Walut Creek, CA 94596

Mailing Address

Phone number

(925) 939-4436

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Yoav Karni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yoav Karni's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

CENTAURUS FINANCIAL, INC.

LIBERTY GROUP, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/2010

Series 63

Date: 10/1/1990

Series 6

Date: 9/6/1990

Current Firm

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

Contact information

Documents

Red Flags

Company Information

WEST COAST FINANCIAL WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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