Diana B. Kahn

THE FINANCIAL PHARMACIST

Aventura, FL

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CRD#: 2875777

Professional summary

Diana Burlant Kahn, CFP®, who also goes by Diana Kahn, is a registered financial advisor currently at THE FINANCIAL PHARMACIST, INC. located in Aventura, Florida.

Diana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Diana has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Diana Kahn

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) - RIA

Click below to view Diana Burlant Kahn'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®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

January 6, 1998 - Present

THE FINANCIAL PHARMACIST, INC.

RIA

CRD#: 141554

Aventura, FL

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
(1/6/1998)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/26/1997

Uniform Investment Adviser Law Examination

Current Firm

THE FINANCIAL PHARMACIST, INC.

CRD#: 141554 / SEC#:

Florida

Registered Investment Advisory firm - (1/6/1998 Approved)

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Contact information

Main Address

Aventura, FL

Mailing Address

Phone number

(305) 935-5499

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Firm Stability Insights

Diana B. Kahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Diana Burlant Kahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE FINANCIAL PHARMACIST, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/1997

Current Firm

THE FINANCIAL PHARMACIST, INC.

Contact information

Documents

Red Flags

Company Information

THE FINANCIAL PHARMACIST, INC.

TRUST BUT VERIFY

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