Encino, CA Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

4

Of 689 advisors across 164 offices

Location

16130 Ventura Blvd, Suite 460

Encino CA 91436

Advisors at this office

4

Advisors at this office

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Edward K

CFP®, Series 63, Series 65

Encino, CA

D.A. Davidson & Co.

Edward Kulow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds Series 63 and Series 65 licenses and is based in Encino, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized retirement plan advisory services under fiduciary standards, distinguishing itself with municipal advisory and underwriting activities as well as affiliated custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Andrew I

Series 66

Encino, CA

D.A. Davidson & Co.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Zara G

Series 66

Encino, CA

D.A. Davidson & Co.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Steven M

Series 63, Series 65

Encino, CA

D.A. Davidson & Co.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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