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Melvyn Henry Nachman

THOUSAND OAKS FINANCIAL CORPORATION·THOUSAND OAKS, California
Clean recordTHOUSAND 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at THOUSAND OAKS FINANCIAL CORPORATION

Cranston Richard Gesell
THOUSAND OAKS, CA

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Research
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