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David E. Molano

MOLANO WEALTH MANAGEMENT
VISALIA, CA 93291
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CRD#: 6014861
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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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David E. Molano

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.
MOLANO INSURANCE SERVICES; INVESTMENT RELATED; 01/2009; VISALIA, CA; INSURANCE AGENT; INSURANCE PRODUCT SALES; 10 HRS/MONTH INCLUDING DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Edward Molano'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

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 93291
RIA
CRD#: 323967
VISALIA, CA

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
(3/3/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/23/2022
Uniform Investment Adviser Law Examination

Current Firm


MW
MOLANO WEALTH MANAGEMENT
MOLANO WEALTH MANAGEMENT | MOLANO, DAVID

CRD#: 323967 / SEC#:

California
Registered Investment Advisory firm - (3/3/2023 Approved)
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Contact information


Main Address
525 W Main St. Suite 120-1193, Visalia, CA 93291
Mailing Address
P.o. Box 2605, Visalia, CA 93279
Phone number
(559) 348-7038
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts13
AUM (Assets Under Management)$ 176,000

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.

Company Information


MOLANO WEALTH MANAGEMENT

CRD#: 323967Visalia, CA 93291

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