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Bugra Bakan

Occidental Asset Management, LLC

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About Bugra Bakan

Bugra Bakan is an investment advisor representative at Occidental Asset Management, LLC. Bugra is a Certified Financial Planner and has been in the industry for over 15 years. Bugra has extensive experience working with high-net-worth individuals and has a strong track record of providing financial planning and portfolio management services.

Firm Information

Bugra Bakan is currently registered with Occidental Asset Management, LLC. Occidental Asset Management, LLC is a registered investment advisor located in Burlingame, CA. They offer a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. Their clientele consists primarily of high-net-worth individuals. The firm manages over $796 million in assets for over 1700 accounts.
Occidental Asset Management, LLC

301 CALIFORNIA DRIVE #9

BURLINGAME, CA 94010

$796.08M

Assets Under Management

Not reported

Total Clients

10

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Bugra Bakan’s Registration & Firm History

CA

12/11/2020 - Present

Occidental Asset Management, LLC (BURLINGAME CA)

CA

05/17/2005 - 06/11/2007

TD AMERITRADE, INC. (SAN RAFAEL CA)

NY

06/02/2004 - 05/31/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

05/01/2002 - 10/25/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 01/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/30/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bugra Bakan.
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