IK
CFP
IK
CFP

Ian Kahil

12 Years of Experience
Valley Township, PA
BrokerSells Insurance

Ian Kahil is a CFP-designated registered investment advisor, based in Valley Township, PA, with 12 years of industry experience.

Location

1224 W Lincoln HWY, Ste 200, Valley Township, PA, 19320

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ian sells fixed insurance under Dynasty Advisors LLC and co-owns Lafayette Property Management, LLC, an entity for renting and managing residential property, since 2018. He also co-owns rental properties in Coatesville and West Chester, PA, dedicating minimal time to these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
July 2025 - Present · 10 mos
Kestra Investment Services, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial Network
September 2016 - July 2025 · 8 yrs 10 mos
Commonwealth Financial NetworkBroker
September 2016 - July 2025 · 8 yrs 10 mos
Securities America Advisors, INC.
April 2014 - September 2016 · 2 yrs 5 mos
Securities America, INC.Broker
February 2014 - September 2016 · 2 yrs 7 mos
State Registrations19 states
AZCADEFLGAKYLAMAMDMONCNJORPASCSDTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ian Kahil - Financial Advisor | TrueAdvisor