David
Kahn
Kahn Financial Group
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About this Advisor
David Kahn is a financial advisor based in Clearwater, Florida, working with Kahn Financial Group. David has previously held positions at St Petersburg College, Raymond James Financial Services, Inc, Kahn Financial Group, and Auspicious Realty. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, and Texas. Currently, David is part of Kahn Financial Group, which operates out of Clearwater, Florida. The firm has 2 employees and manages assets totaling $92.8 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Kahn Financial Group includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kahn Financial Group Brokerage Details
$92,774,530
2
382
$242,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Kahn Work History
Auspicious Realty
Raymond James Financial Services, Inc
Kahn Financial Group
St Petersburg College
Disclosures
Please visit the SEC profile of David Kahn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kahn Financial Group
Clearwater, FL
Clearwater, FL
Clearwater, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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