Samuel Kagan is a registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9595 Wilshire Blvd, Suite 601, [Satellite], Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is a part owner of KCL LLC and rental properties in multiple locations. He also serves as a trustee for his mother's trust, dedicating minimal time to each activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Morgan Stanley & CO., IncorporatedBroker
Shearson Lehman/american Express INC.Broker
State Registrations16 states
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