Erion Kafazi, financial advisor Saint Louis MO

Erion Kafazi

CRD Number: 7686163
Current Firm: Financial & Tax Architects, LLC

Erion Kafazi (CRD# 7686163) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.

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Financial & Tax Architects Saint Louis, MO Feb 2021 - Current 3
Globe Life Liberty National Division: Tony Difilippo Agency Saint Peters, MO Dec 2020 - Feb 2021 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Erion Kafazi
Phone Number: 314-858-1122
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    379
    MILLIONS
  • Total Number of Accounts
    3,775
    ACCOUNTS
  • Average Account Value
    $100,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA

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