Bugra
Bakan
Occidental Asset Management, LLC
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About this Advisor
Bugra Bakan is a certified financial planner working out of Burlingame, California with 3 years of relevant experience. Bakan currently works for Occidental Asset Management, LLC. They have been employed by Occidental Asset Management, Llc for their total career. Bakan holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Occidental Asset Management, LLC is a financial advisory business based out of Burlingame, CA. The company has offices in four locations and a total of 10 employees. It has $494 million in total assets across its 1,385 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,385 client accounts, 100% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Occidental Asset Management, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Occidental Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Occidental Asset Management, LLC Brokerage Details
$494,389,160
10
1,385
$356,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bugra Bakan Work History
Bugra has been registered as a financial advisor for 3 years.*
Shield Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bugra Bakan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
