Kevin Paffrath (CRD# 7493981) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| House Hack, Inc. | Ventura, CA | Aug 2022 - Current | 1 |
| Plato's Philosophy, LLC | Ventura, CA | Feb 2022 - Current | 2 |
| Not My Tsla, LLC | Ventura, CA | Dec 2021 - Current | 2 |
| Really Toxic Assets, LLC | Ventura, CA | Jun 2019 - Current | 4 |
| The Paffrath Organization | Ventura, CA | Apr 2013 - Current | 11 |
| University Of California, Los Angeles | Los Angeles, CA | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2023 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
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
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Total Assets Under Management39MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$39,440,000
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
CA
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