Kamran Fotouhi

KFI ADVISORS

West Palm Beach, FL

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CRD#: 2477925

Professional summary

Kamran Fotouhi is a registered financial advisor currently at KFI ADVISORS located in West Palm Beach, Florida.

Kamran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kamran has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

In addition to his role with KFI Advisors, Mr. Fotouhi is also a Managing Director at JS Held, 1111 Brickell Avenue, Suite 1950, Miami, FL 33131. JS Held provides data analysis, expert testimony, litigation support, and regulatory compliance consulting with a focus in the financial services industry. Mr. Fotouhi spends about five and a half hours during trading hours with JS Held. Mr. Fotouhi is not engaged in any other investment-related business or occupation however, he holds two passive investment properties under the names of Damavand 320 33rd LLC and 2706 Poinsettia Avenue LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamran Fotouhi's CRS (Customer Relationship Summary).

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

Current

December 7, 2021 - Present

KFI ADVISORS

RIA

CRD#: 313636

West Palm Beach, FL

Past

June 15, 2004 - October 18, 2011

FIRST CLEARING, LLC

CRD#: 17344

ST. LOUIS, MO

Past

November 27, 2002 - June 15, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

October 22, 2002 - June 15, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 8, 2001 - November 21, 2001

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

June 7, 1994 - October 24, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(12/7/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/8/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/6/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2003

General Securities Principal Examination

Current Firm

KFI ADVISORS

KFI ADVISORS | KFI ADVISORS, LLC

CRD#: 313636 / SEC#:

Florida

Registered Investment Advisory firm - (12/7/2021 Approved)

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Contact information

Main Address

West Palm Beach, FL

Mailing Address

Phone number

(314) 971-6697

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Kamran Fotouhi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamran Fotouhi's CRS (Customer Relationship Summary).

Certified licenses

Experience

KFI ADVISORS

FIRST CLEARING, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

USAA INVESTMENT SERVICES COMPANY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/1994

Series 63

Date: 7/8/1994

Series 7

Date: 6/6/1994

Series 24

Date: 1/6/2003

Current Firm

KFI ADVISORS

Contact information

Documents

Red Flags

Company Information

KFI ADVISORS

TRUST BUT VERIFY

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