EK
CFP
EK
CFP

Edward Kulow

14 Years of Experience
Encino, CA
Broker

Edward Kulow is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Encino, CA, with 14 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16130 Ventura Blvd, Suite 460, Encino, CA, 91436

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History

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.

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Employment History
Current Registrations
D.A. Davidson & CO.
January 2014 - Present · 12 yrs 4 mos
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.Broker
November 2011 - November 2013 · 2 yrs
MML Investors Services, LLCBroker
October 2011 - December 2011 · 2 mos
State Registrations28 states
ALAZCACOFLHIIAIDILMAMDMNMOMSMTNCNMNVNYOHOKORPASCTXUTWAWI
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.