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Kashif Khan

8 Years of Experience
Chehalis, WA
Broker

Kashif Khan is a registered investment advisor at Raymond James & Associates, INC., based in Chehalis, WA, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

318 NW Chehalis Avenue, Chehalis, WA, 98532

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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 Activities

Kashif is a director for the Visiting Nurses Foundation, assisting in fundraising events for home health and hospice care. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 8 mos
Raymond James & Associates, INC.Broker
December 2017 - Present · 8 yrs 9 mos
State Registrations27 states
AKAZCACOFLGAHIIDILKSKYMDMOMTNCNMNVOHORSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kashif Khan - Financial Advisor | TrueAdvisor