Thomas
Kahl
Benjamin F. Edwards & Company, Inc
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About this Advisor
Thomas Kahl is a chartered financial analyst operating out of Naples, Florida with 4 years of industry experience. Kahl is an advisor for Benjamin F. Edwards & Company, Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Benjamin F. Edwards & Co. Kahl has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida and Wisconsin. Benjamin F. Edwards & Company, Inc is a financial advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 87 locations and a total of 702 employees. It manages $11 billion in total assets across its 42,128 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 87 charitable organizations. The advisory firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules vary depending on which service is provided. However, fee types billed by Benjamin F. Edwards & Company, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$11,262,450,812
702
42,128
$267,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Kahl Work History
Thomas has been registered as a financial advisor for 4 years.*
Benjamin F. Edwards & Co
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Kahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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