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KK

Ken Kamada

KAMADA INVESTMENT MANAGEMENT
Bellevue, WA
Some features on this profile are disabled
CRD#: 4069472
KK

Professional summary

Ken Kamada is a registered financial advisor currently at KAMADA INVESTMENT MANAGEMENT located in Bellevue, Washington.

Ken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ken has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ken Kamada'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

September 2, 2011 - Present

KAMADA INVESTMENT MANAGEMENT

RIA
CRD#: 158620
Bellevue, WA
Past

September 19, 2008 - July 1, 2011

HELM CAPITAL MANAGEMENT

RIA
CRD#: 123174
SEATTLE, WA
Past

October 21, 2002 - September 27, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
BELLEVUE, WA
Past

January 6, 2000 - September 27, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
BELLEVUE, WA

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
Washington
(9/2/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/13/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/25/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/20/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2000
General Securities Representative Examination

Current Firm

KI
KAMADA INVESTMENT MANAGEMENT
KAMADA INVESTMENT MANAGEMENT | KAMADA, LLC | KAMADA INVESTMENT MANAGEMENT, LLC

CRD#: 158620 / SEC#:

Washington
Registered Investment Advisory firm - (9/2/2011 Approved)
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Contact information

Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 442-1809
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts16
AUM (Assets Under Management)$ 10,306,316

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

KAMADA INVESTMENT MANAGEMENT

CRD#: 158620Bellevue, WA

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