William Kan
Professional summary
William Kan, CFP®, who also goes by Bill Kan, William T Kan, William Tun-lai Kan, is a registered financial advisor currently at CANDENT CAPITAL, LLC located in San Francisco, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 2 firms and has passed the Series 66, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Kan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
January 3, 2013 - Present
CANDENT CAPITAL, LLC
April 26, 2010 - May 29, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 31, 2010 - May 29, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 5, 1998 - April 29, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2013)
Exams
Current Firm
CANDENT CAPITAL, LLC
CRD#: 165454 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 18,467,386 |
Red Flags
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