Catherine
Magana
Wwm Financial
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About this Advisor
Catherine Magana is a financial advisor based in Carlsbad, California, working with Wwm Financial. Catherine has previously held positions at Wwm Financial and Purshe Kaplan Sterling Investments. Catherine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Catherine is part of Wwm Financial, which operates out of Carlsbad, California. The firm has 7 employees and manages assets totaling $279.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Wwm Financial includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wwm Financial Brokerage Details
$279,424,937
7
1,452
$192,441
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Catherine Magana Work History
Wwm Financial
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Catherine Magana to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wwm Financial
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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