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professional profile

West Alan Cohan, CFP

AgentIAR CA CRD 6029969 Last verified October 2026

Overview

West Alan Cohan is an insurance agent and an investment adviser representative based in CA, with 14 years in the industry.

Years in the industry
14
States registered
2
Carrier appointments
10
Exams passed
1

Contact

3 business emails and 2 phone numbers on file

Registrations and licenses

  • Registered in 2 states
  • Producer
  • Series 65

3 lines of authority, with every state and its dates

Firms

Employment history since 2014

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file

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