Kalman Finger
Kalman Finger is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mclean, VA, with 14 years of industry experience. Kalman 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
Firm Size
IM Fee
Assets Under Management
Location
8200 Greensboro Drive, Suite 625, Mclean, VA, 22102
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Kalman has power of attorney for his aunt. He is also a financial advisor with Kurtz, Connor, Browning & Phillips, LLC, spending nearly full-time hours there, and an independent insurance agent selling fixed insurance products, spending about 10-20% of his time on that.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations39 states
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