West Alan Cohan
Investment adviser representative at Investlinc Wealth Services
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Investlinc Wealth Services LLCJan 2024 to now
- Investlinc Wealth Services, Inc.Sep 2013 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Investlinc Wealth Services
Legal name: Investlinc Wealth Services, LLC
$115.6MAssets managed
153Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6029969
- Firm CRD
- 332607