Khaled TahaCRD Number: 4481128
Current Firm: Raymond James Financial Services Advisors, Inc.
Khaled Taha (CRD# 4481128) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oakbrook Terrace, IL and has over 16 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Sage Capital Partners||Wheaton, IL||Dec 2013 - Current||4|
|Raymond James Financial Services Advisors Inc.||Wheaton, IL||Oct 2011 - Current||6|
|Raymond James Financial Services, Inc.||Wheaton, IL||Oct 2011 - Current||6|
|Sage Private Wealth Group, Inc.||Wheaton, IL||Oct 2011 - Current||6|
|Mjatt Productions||Oak Park, IL||Dec 2013 - Dec 2015||2|
|Lasting Legacy Ltd||Wheaton, IL||Feb 2014 - Dec 2014||< 1|
|Lasting Legacy, Ltd.||Park Ridge, IL||Oct 2013 - Dec 2014||1|
|Edward Jones Investments||Wheaton, IL||Nov 2001 - Oct 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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