Alex Kahn (CRD# 6448176) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 9 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flexpath Strategies | Aliso Viejo, CA | Jun 2015 - Current | 8 |
| Nfp Retirement | Aliso Viejo, CA | Jun 2014 - Jan 2022 | 7 |
| Kestra Investment Services, LLC | Austin, TX | Jun 2014 - Mar 2017 | 2 |
| University Of Pennslyvania | Philadelphia, PA | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- CA
-
Total Assets Under Management54,249MILLIONS
-
Total Number of Accounts955ACCOUNTS
-
Average Account Value$56,804,936
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, TX, VA
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