AdvisorOS Directory
Claim Profile
MN

Melvyn Henry Nachman

THOUSAND OAKS FINANCIAL CORPORATION·THOUSAND OAKS, California
Unclaimed Profile
100 EAST THOUSAND OAKS BLVD,, THOUSAND OAKS, CA 91360CRD# 344386Firm CRD# 109561
01

About

Melvyn Henry Nachman is a registered financial advisor based in THOUSAND OAKS, California, affiliated with THOUSAND OAKS FINANCIAL CORPORATION. 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
THOUSAND OAKS FINANCIAL CORPORATION
PROFESSIONAL PLANNING
AUM
$187M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THOUSAND OAKS FINANCIAL CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 344386
Firm CRD# 109561
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THOUSAND OAKS?

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

Browse THOUSAND OAKS 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 Melvyn Henry Nachman offer?
Melvyn Henry Nachman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Melvyn Henry Nachman's credentials?
Melvyn Henry Nachman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melvyn Henry Nachman located?
Melvyn Henry Nachman is based in THOUSAND OAKS, California, working with THOUSAND OAKS FINANCIAL CORPORATION. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in THOUSAND OAKS
Jason Lindsay Ball — BALL & COMPANYDeborah Fassler Reed — REED & BALL, INC.Catherine Marian Clark — IBN ASSET MANAGEMENT, LLCJeffrey Arnold Borenstein — LAMIA FINANCIAL GROUP, INC.Michael Earl Garner — MFA WEALTH SERVICES
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile