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WC

West A. Cohan

INVESTLINC WEALTH SERVICES
BREA, CA 92821
Some features on this profile are disabled
CRD#: 6029969
WC

Professional summary

West Alan Cohan, AIF®, CFP® is a registered financial advisor currently at INVESTLINC WEALTH SERVICES located in Brea, California.

West is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. West has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Mr. Cohan is the CFO and founder of L�more, a company offering skincare products, and a non-investment related business operated out of his home. Start date: 09/01/2016. He spends approximately 3 hours per month on this activity, none of which is during trading hours. His duties include accounting/bookkeeping, tax preparation and insurance management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view West Alan Cohan'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

August 25, 2024 - Present

INVESTLINC WEALTH SERVICES

Office #1: 10 Pointe Dr. Suite 150, Brea, CA 92821
RIA
CRD#: 332607
BREA, CA
Past

September 13, 2019 - November 16, 2024

INVESTLINC WEALTH SERVICES

RIA
CRD#: 304929
BREA, CA
Past

November 5, 2014 - February 6, 2020

INVESTLINC WEALTH SERVICES

RIA
CRD#: 122031
ANAHEIM, 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
(10/11/2024)
IAR
Texas
(8/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/23/2013
Uniform Investment Adviser Law Examination

Current Firm

IW
INVESTLINC WEALTH SERVICES
INVESTLINC WEALTH SERVICES | INVESTLINC WEALTH SERVICES, LLC

CRD#: 332607 / SEC#:

California
Registered Investment Advisory firm - (10/11/2024 Approved)
Texas
Registered Investment Advisory firm - (8/14/2024 Conditional Restricted)
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Contact information

Main Address
10 Pointe Dr. Suite 150, Brea, CA 92821
Mailing Address
Phone number
(714) 563-3500
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts485
AUM (Assets Under Management)$ 95,426,315

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

INVESTLINC WEALTH SERVICES

CRD#: 332607Brea, CA 92821

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