IK
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Irene Kogan
37 Years of Experience
Los Angeles, CA
Broker
Irene Kogan is a registered investment advisor at Cetera Investment Advisers LLC, based in Los Angeles, CA, with 37 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
3600 Wilshire Blvd Suite 1914, Los Angeles, CA, 90010
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 1992 - Present · 34 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
Fortis Investors, INC.Broker
August 1988 - March 1992 · 3 yrs 7 mos
Alternative Investment CorporationBroker
March 1988 - March 1988 · 0 mos
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.