Kimya Kamran (CRD# 7231855) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 3 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | St. Petersburg, FL | Mar 2020 - Current | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | St. Petersburg, FL | Mar 2020 - Current | 3 |
| Pnkroyalty LLC | Denver, CO | Dec 2016 - Current | 6 |
| University Of Colorado Denver | Denver, CO | Aug 2017 - May 2019 | 1 |
| Community College Of Denver | Denver, CO | Jan 2017 - Jul 2017 | < 1 |
| Champa Street Burger Works | Lakewood, CO | Mar 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- FL
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Total Assets Under Management30,907MILLIONS
-
Total Number of Accounts76,892ACCOUNTS
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Average Account Value$401,951
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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