linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Jason Wachner

City National Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Jason Wachner

Andrew Jason Wachner is a financial advisor who has been in the industry since November 2012. Andrew is currently registered with City National Securities, Inc. in California. Andrew's experience includes working with Rim Securities LLC, Rochdale Investment Management LLC, and City National Bank. Andrew has a Series 66, Series 7, and SIE license. Andrew specializes in portfolio management for individuals and businesses, financial planning, and the selection of other advisors. Andrew's current firm, City National Securities, Inc., is a large firm with over $1 billion in assets under management.

Firm Information

Andrew Wachner is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Mutual fund fees, broker fees & transaction fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Wachner’s Registration & Firm History

CA

12/17/2014 - Present

City National Securities, Inc. (LOS ANGELES CA)

CA

11/30/2012 - 01/23/2015

RIM SECURITIES LLC (BEVERLY HILLS CA)

Not sure if Andrew Jason Wachner is right for you?

Licenses & Designations

BOTH

Issued 03/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Andrew Jason Wachner. Review regulatory record here.
Not sure if Andrew Jason Wachner is right for you?