Bhoopinder Kohli, financial advisor Tustin CA

Bhoopinder Kohli

CRD Number: 1247221
Current Firm: Kfico, Llc Registered Investment Advisor

Bhoopinder Kohli (CRD# 1247221) is an Investment Advisor Representative working at Kfico, Llc Registered Investment Advisor in Tustin, CA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kfico, LLC Tustin, CA Oct 2010 - Current 13
Mcl Financial Group, Inc. Santa Ana, CA Oct 2010 - Current 13
National Life Of Vermont Montpelier, VT May 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
Contact Info for Bhoopinder S. Kohli
Phone Number: 714-734-8899
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $461,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, TX

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