Devika Kamboh (CRD# 4077007) is an Investment Advisor Representative working at Sohum Financial Planning, LLC in Pagosa Springs, CO and has over 23 years of experience in the finance industry. Devika Kamboh 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.
CRD# 6250818
Lpl Financial LLC
CRD# 6247917
Blackbird Financial Planning
CRD# 6100446
Montgomery Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Mar 2023 - Current | 1 |
| Sohum Global Foundation Inc. | Chromo, CO | Jul 2019 - Current | 4 |
| Sohum Financial Planning LLC | Pagosa Springs, CO | Jun 2019 - Current | 4 |
| Pinnalce Group And Crump General Agencies | Pagosa Springs, CO | May 2019 - Current | 4 |
| Sohum Mountain Ranch LLC | Chromo, CO | Mar 2019 - Current | 5 |
| Kovack Securities | Fort Lauderdale, FL | Jul 2021 - Jul 2021 | < 1 |
| Dmk Advisor Group, Inc. | Lakewood, CO | Oct 2019 - Jun 2021 | 1 |
| Mml Investors Services, LLC | New York, NY | May 2017 - May 2019 | 2 |
| Mml Investors Services, LLC | New York, NY | Mar 2017 - May 2019 | 2 |
| Msi Financial Service, Inc. | New York, NY | Nov 2001 - Mar 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
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- CO
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Total Assets Under Management5MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$508,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CO
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