Wedbush Securities Inc
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About this Advisor
Kiet La is a certified financial planner working in Sacramento, California, who has been in the advisory business for 11 years. La is an employee of Wedbush Securities Inc. Their career trajectory has included roles at Wedbush Securities Inc, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Wells Fargo Clearing Services, LLC. La maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in California, Oregon and Vermont. Wedbush Securities Inc is an advisory company that has its headquarters in Sacramento, California. The investment advisory business has offices in 46 locations and a total of 800 financial advisors. It controls $2 billion in assets between its 5,106 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 5,106 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which service is provided. Fees charged by Wedbush Securities Inc may include some blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Wedbush Securities Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kiet La Work History
Kiet has 11 years of experience.
Wedbush Securities Inc
Wells Fargo Clearing Services, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Ubs Financial Services Inc
Kiet La has disclosures.
Please visit their SEC profile for more details.