Navid Kanani (CRD# 1421227) is an Investment Advisor Representative working at Kanani Advisory Group Inc. in Irvine, CA and has over 38 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 |
|---|---|---|---|
| Kanani Advisory Group Inc. | Irvine, CA | Jan 2017 - Current | 7 |
| Capitas Financial, LLC | Irvine, CA | Jan 2002 - Current | 22 |
| Madison Avenue Securities, LLC | San Diego, CA | Mar 2018 - Sep 2021 | 3 |
| Global Financial Private Capital, LLC | Sarasota, FL | Aug 2012 - Mar 2018 | 5 |
| Gf Investment Services, LLC | Sarasota, FL | Apr 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1985 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- KY
- TX
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Total Assets Under Management160MILLIONS
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Total Number of Accounts1,016ACCOUNTS
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Average Account Value$157,684
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, IN, KY, NE, NH, TX
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