Unclaimed Profile

Melvyn Henry Nachman

THOUSAND OAKS FINANCIAL CORPORATION·THOUSAND OAKS, California

SIE, Series 1, Series 7, Series 24, Series 63CFP37 years registeredTHOUSAND OAKS FINANCIAL CORPORATION

100 EAST THOUSAND OAKS BLVD,, THOUSAND OAKS, CA 91360CRD# 344386Firm CRD# 109561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melvyn Henry Nachman · THOUSAND OAKS, CA

Registration

CRD #344386 · THOUSAND OAKS FINANCIAL CORPORATION · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THOUSAND OAKS FINANCIAL CORPORATION

ONE CAPITAL MANAGEMENT, LLC

Oct 2020 – Dec 2024

THOUSAND OAKS, CA

MUTUAL SECURITIES, INC.

May 2009 – Dec 2010

THOUSAND OAKS, CA

PROFESSIONAL PLANNING

Oct 1988 – Sep 2022

THOUSAND OAKS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · October 11, 1988

Years registered · 37

Professional designation · CFP

Disclosure History

1998Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THOUSAND OAKS FINANCIAL CORPORATION

CRD 109561 · SEC 801-57077

AUM

$187M

Regulatory assets under management

Employees

906 client accounts

Services offered by THOUSAND OAKS FINANCIAL CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THOUSAND OAKS FINANCIAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Melvyn Henry Nachman offer?

Melvyn Henry Nachman specializes in Financial Planning, Investment Management, Wealth Management.

What are Melvyn Henry Nachman's credentials?

Melvyn Henry Nachman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Melvyn Henry Nachman located?

Melvyn Henry Nachman is based in THOUSAND OAKS, California, last registered with THOUSAND OAKS FINANCIAL CORPORATION.

How does Melvyn Henry Nachman charge for services?

Melvyn Henry Nachman'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 THOUSAND OAKS FINANCIAL CORPORATION?

THOUSAND OAKS FINANCIAL CORPORATION has approximately 8 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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