Bhawana Khurana, financial advisor Nashville TN

Bhawana Khurana

CRD Number: 7117767
Current Firm: The Colony Group, LLC

Bhawana Khurana (CRD# 7117767) is an Investment Advisor Representative working at The Colony Group, LLC in Nashville, TN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boston, MA May 2024 - Current < 1
Interocean Capital Group, LLC Chicago, IL Oct 2020 - Current 3
Interocean Capital, LLC Chicago, IL Apr 2019 - Oct 2020 1
The Smart Cube Inc. Chicago, IL Oct 2015 - Apr 2019 3
Smart Cube India Noida, Dec 2008 - Oct 2015 6

Bhawana Khurana has no recent exams reported.
Contact Info for Bhawana Khurana
Phone Number: 617-723-8200
Registered State(s):
  • IL
  • TN
By the Numbers
  • Total Assets Under Management
    21,473
    MILLIONS
  • Total Number of Accounts
    20,909
    ACCOUNTS
  • Average Account Value
    $1,026,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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