David E. Molano
Professional summary
David Edward Molano, who also goes by David E. Molano, is a registered financial advisor currently at MOLANO WEALTH MANAGEMENT located in Visalia, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Edward Molano's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 3, 2023 - Present
MOLANO WEALTH MANAGEMENT
Office #1: 525 W Main St. Suite 120-1193, Visalia, CA 93291Office #2: 525 W. Main Street Suite 100, Visalia, CA 93291State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2023)
Current Firm
MOLANO WEALTH MANAGEMENT
CRD#: 323967 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 176,000 |
Red Flags
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Company Information
MOLANO WEALTH MANAGEMENT
CRD#: 323967Visalia, CA 93291TRUST BUT VERIFY
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