Diana Kahn, financial advisor Aventura FL

Diana Kahn

CRD Number: 2875777
Current Firm: The Financial Pharmacist, Inc.

Diana Kahn (CRD# 2875777) is an Investment Advisor Representative working at The Financial Pharmacist, Inc. in Aventura, FL and has over 27 years of experience in the finance industry. Diana Kahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Mario Yngerto, financial advisor Aventura FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Christopher Conness, financial advisor Aventura FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Aventura FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Professional Designations
Company Name Location Dates Years
The Financial Pharmacist, Inc. Miami, FL Jan 1998 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Diana B. Kahn
Phone Number: 305-935-5499
Registered State(s):
  • FL
Current Firm Details
The Financial Pharmacist, Inc.
Firm's CRD Number: 141554
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.