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DK

Donald R. Kuhn

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CRD#: 2018244
DK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Robert Kuhn, who also goes by Donald Robert Elliott, Donald Elliott Kuhn, Elliott Kuhn, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1990. Donald had worked at 11 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Donald Robert Elliott | Donald Elliott Kuhn | Elliott Kuhn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 7, 2013 - December 31, 2016

FUTR FAMILY MANAGEMENT, LLC

RIA
CRD#: 146542
CARLSBAD, CA
Past

December 10, 2009 - October 6, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
FALLBROOK, CA
Past

August 7, 2008 - August 24, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
CARLSBAD, CA
Past

November 4, 2003 - September 7, 2006

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

May 21, 2003 - May 27, 2008

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
WEST CHESTER, PA
Past

July 23, 2002 - May 14, 2003

INTERLINK SECURITIES CORP.

BD
CRD#: 30505
WOODLAND HILLS, CA
Past

June 5, 1998 - September 11, 2002

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

September 8, 1993 - May 7, 1998

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

July 14, 1992 - July 12, 1993

CORPORATE BENEFIT SECURITIES, INC.

BD
CRD#: 13975
MISSION VIEJO, CA
Past

January 1, 1990 - October 30, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

January 1, 1990 - October 30, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/6/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


FF
FUTR FAMILY MANAGEMENT, LLC
FAMILY INVESTMENT MANAGEMENT GROUP | FUTR FAMILY MANAGEMENT, LLC | FUTR FAMILY MANAGEMENT & INSURANCE SERVICES, LLC

CRD#: 146542 / SEC#:

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Contact information


Main Address
2131 Palomar Airport Road Suite 237, Carlsbad, CA 92011
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FUTR FAMILY MANAGEMENT, LLC

CRD#: 146542

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