GK
Garry Kachkovsky
KACHKOVSKY & FISHER
Phoenix, AZ 85018
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CRD#: 2911581
GK
Professional summary
Garry Kachkovsky, CFP® is a registered financial advisor currently at KACHKOVSKY & FISHER, INC. located in Phoenix, Arizona.
Garry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Garry has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Tax Planning
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Life Transitions
Comprehensive Financial Planni...
Insurance Planning
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.
1)K & F REAL ESTATE, LLC - PHOENIX, AZ. LANDLORD OF RENTAL PROPERTY. STARTED 06/2006 TO PRESENT. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED.
2)KACHKOVSKY & FISHER, INC:INVESTMENT RELATED:11/2005-PRESENT:PHOENIX, AZ:ADVISOR:INDEPENDENT RIA:144 HRS/MO:36 HRS DURING TRADING: COMPREHENSIVE FINANCIAL PLANNING.
3)KACHKOVSKY & FISHER INC:INVESTMENT RELATED;03/2001-PRESENT:PHOENIX,AZ:AGENT:INSURANCE NON-VARIABLE:4 HRS/MO:1 HR DURING TRADING:RECOMMEND FIXED ANNUITIES, IMMEDIATE ANNUITIES, DISABLITY INSURANCE, LONG TERM CARE INSURANCE, TERM LIFE INSURANCE, HEALTH INSURANCE, AND UNIVERSAL LIFE INSURANCE TO CLIENTS/PROSPECTS WHEN APPROPRIATE.
4)K & F REAL ESTATE, LLC;NOT INVESTMENT RELATED;06/2006-PRESENT;PHOENIX,AZ;COLLECT RENT, PAY BILLS, MANAGE PROPERTY;1 HR WKLY;
0 HRS DURING TRADING;LANDLORD
5)KACHKOVSKY & FISHER, INC;NOT INVESTMENT RELATED;11/2005-PRESENT;GATHER ESTATE INFORMATION;1 HR WKLY;1 HR DURING TRADING;SECRETARY
6)INSURANCE-NON VARIABLE:INVESTMENT RELATED:6/2010-PRESENT:PHEONIX,AZ:AGENT:NON-VARIABLE INSURANCE:4 HRS/MO:0 HRS DURING TRADING:ACT AS AGENT ON CLIENTS HEALTH, DENTAL AND VISION POLICIES.
CRS (Client Relationship Summary) - RIA
Click below to view Garry Kachkovsky'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®
Start date: 2002
Experience
Current
October 25, 2001 - Present
KACHKOVSKY & FISHER, INC.
Office #1: 3610 N. 44th St. Suite 220, Phoenix, AZ 85018Office #2: 30752 Southview Dr. Suite 290, Evergreen, CO 80439Office #3: 3202 Governor Drive Suite 204, San Diego, CA 92122RIA
CRD#: 117811
Phoenix, AZ
Past
August 16, 2012 - April 17, 2015
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PHOENIX, AZ
Past
February 26, 2001 - April 17, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PHOENIX, AZ
Past
July 23, 1997 - February 28, 2001
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
K&
KACHKOVSKY & FISHER, INC.
K & F ASSET MANAGEMENT, INC | KACHKOVSKY & FISHER, INC. | K. F ASSET MANAGEMENT, INC.
CRD#: 117811 / SEC#: 801-114268
RIA
Registered Investment Advisory firm - (11/9/2018 Approved)Arizona
Registered Investment Advisory firm - (11/12/2018 Terminated)California
Registered Investment Advisory firm - (4/11/2019 Terminated)Colorado
Registered Investment Advisory firm - (11/27/2018 Terminated)Florida
Registered Investment Advisory firm - (11/12/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/8/2018 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Texas
Registered Investment Advisory firm - (11/12/2018 Terminated)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
Arizona(10/25/2001)
IAR
California(1/6/2017)
IAR
Colorado(6/23/2015)
IAR
Illinois(7/21/2015)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
K&
KACHKOVSKY & FISHER, INC.
K & F ASSET MANAGEMENT, INC | KACHKOVSKY & FISHER, INC. | K. F ASSET MANAGEMENT, INC.
CRD#: 117811 / SEC#: 801-114268
RIA
Registered Investment Advisory firm - (11/9/2018 Approved)Arizona
Registered Investment Advisory firm - (11/12/2018 Terminated)California
Registered Investment Advisory firm - (4/11/2019 Terminated)Colorado
Registered Investment Advisory firm - (11/27/2018 Terminated)Florida
Registered Investment Advisory firm - (11/12/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/8/2018 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Texas
Registered Investment Advisory firm - (11/12/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3202 Governor Drive Suite 204, San Diego, CA 92122
Mailing Address
3202 Governor Drive Suite 204, San Diego, CA 92122
Phone number
(858) 450-9711
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 413 |
| AUM (Assets Under Management) | $ 244,465,739 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
