IY
Irina Yantikova
WEST-EAST WEALTH MANAGEMENT
San Ramon, CA
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CRD#: 6760116
IY
Professional summary
Irina Yantikova is a registered financial advisor currently at WEST-EAST WEALTH MANAGEMENT, LLC located in San Ramon, California.
Irina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Irina has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Irina Yantikova'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®
NoneExperience
Current
June 30, 2017 - Present
WEST-EAST WEALTH MANAGEMENT, LLC
RIA
CRD#: 287583
San Ramon, 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(6/30/2017)
Current Firm
WW
WEST-EAST WEALTH MANAGEMENT, LLC
WEST-EAST WEALTH MANAGEMENT, LLC
CRD#: 287583 / SEC#:
California
Registered Investment Advisory firm - (6/30/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Ramon, CA
Mailing Address
Phone number
(925) 864-6064
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 726,171 |
Red Flags
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