Kenneth Lloyd Wolin
Investment adviser representative at Apriem Advisors
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Apriem AdvisorsSep 2021 to now
- In-n-out BurgerJan 2019 to Sep 2021
- CsufAug 2018 to Aug 2019
- UnemployedAug 2017 to Aug 2018
- Gyminny Kids GymnasticsJun 2017 to Aug 2017
- UnemployedMay 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Apriem Advisors
$1.5BAssets managed
1,071Clients
13Advisers
28 yearsIn 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
- 7993492
- Firm CRD
- 108188