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West Alan Cohan

Ceo/CioInvestlinc Wealth Services, LLCCRD 6029969

About West Alan Cohan

West Alan Cohan is listed as Ceo/Cio at Investlinc Wealth Services, LLC in Brea, CA. Form ADV reports a beneficial ownership band of Under 5%. West Alan Cohan is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Investlinc Wealth Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does West Alan Cohan work?

West Alan Cohan is listed as Ceo/Cio at Investlinc Wealth Services, LLC on SEC Form ADV.

How much of Investlinc Wealth Services, LLC does West Alan Cohan own?

Form ADV reports a beneficial ownership band of Under 5%.

Investlinc Wealth Services, LLC

TitleCeo/Cio
OwnershipUnder 5%
Control personYes
Since2024
View Investlinc Wealth Services, LLC →

Investlinc Wealth Services, LLC

TitleTrustee
Ownership—
Control personYes
Since2023
View Investlinc Wealth Services, LLC →