AdvisorOS Directory
Claim Profile
SK

Serena Fanny Kokka

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California
Unclaimed Profile
3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 92130CRD# 3274215Firm CRD# 155193
01

About

Serena Fanny Kokka is a registered financial advisor based in SAN DIEGO, California, affiliated with WASHINGTON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KESTRA PRIVATE WEALTH SERVICES, LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
AUM
$7.3B
Regulatory assets under management
Employees
158
Total firm employees
View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3274215
Firm CRD# 155193
7 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Serena Fanny Kokka offer?
Serena Fanny Kokka specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Serena Fanny Kokka's credentials?
Serena Fanny Kokka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Serena Fanny Kokka located?
Serena Fanny Kokka is based in SAN DIEGO, California, working with WASHINGTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Serena Fanny Kokka charge for services?
Serena Fanny Kokka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHINGTON WEALTH MANAGEMENT, LLC?
WASHINGTON WEALTH MANAGEMENT, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN DIEGO
Gregg Steven Glaser — FIRST ALLIED SECURITIES, INC.Zachary Bryan Vaughan — FAIRFIELD REALTY ADVISORS LLCMario Modiano — LM CAPITAL GROUP, LLCJeffrey Marc Frankel — LM CAPITAL GROUP, LLCJoel Elliot Marks — FIRST ALLIED SECURITIES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile