MK
Mark A. Kuhn
KUHN ADVISORS
Durham, NC 27705
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CRD#: 4481733
MK
Professional summary
Mark Andrew Kuhn is a registered financial advisor currently at KUHN ADVISORS, INC. located in Durham, North Carolina.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 1 firm and has passed the Series 65 exam.
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.
(1) MARK A. KUHN, CPA
2821 WADE ROAD
DURHAM, NC 27705
OWNER
CERTIFIED PUBLIC ACCOUNTANT DOING ACCOUNTING AND TAX WORK APPROXIMATELY 40 HOURS PER MONTH.
(2) TRIANGLE COMMUNITY FOUNDATION (TCF)
INVESTMENT RELATED
800 PARK OFFICES DR, SUITE 201, RESEARCH TRIANGLE PARK, NC 27709
TCF WORKS WITH DONORS AND NONPROFITS TO SUPPORT LOCAL COMMUNITY EFFORTS
ROLE: INVESTMENT COMMITTEE MEMBER
START DATE: March 3, 2012
1 HOUR PER MONTH DURING SECURITIES TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Mark Andrew Kuhn'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®
NoneExperience
Current
December 5, 2003 - Present
KUHN ADVISORS, INC.
Office #1: 2828 Pickett Road Suite 170, Durham, NC 27705RIA
CRD#: 117816
Durham, NC
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".
KA
KUHN ADVISORS, INC.
KUHN & CARSON, INC. | KUHN AND CARSON, INC. | KUHN AND ASSOCIATES, INC. | KUHN ADVISORS, INC.
CRD#: 117816 / SEC#: 801-44183
RIA
Registered Investment Advisory firm - (6/21/1993 Approved)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
North Carolina(9/22/2008)
IAR
Texas(12/5/2003)
Current Firm
KA
KUHN ADVISORS, INC.
KUHN & CARSON, INC. | KUHN AND CARSON, INC. | KUHN AND ASSOCIATES, INC. | KUHN ADVISORS, INC.
CRD#: 117816 / SEC#: 801-44183
RIA
Registered Investment Advisory firm - (6/21/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2828 Pickett Road Suite 170, Durham, NC 27705
Mailing Address
Phone number
(919) 493-3233
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,341 |
| AUM (Assets Under Management) | $ 753,733,591 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/19/2024 | ||
| 10/31/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KUHN ADVISORS, INC.
CRD#: 117816Durham, NC 27705TRUST BUT VERIFY
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