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Ohan Kayikchyan

ALOHANA FINANCIAL
DURHAM, NC
Some features on this profile are disabled
CRD#: 6373359
OK

Professional summary

Ohan Kayikchyan, CFP® is a registered financial advisor currently at ALOHANA FINANCIAL, LLC located in Durham, North Carolina.

Ohan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ohan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 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 Ohan Kayikchyan'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

Experience

Current

January 2, 2026 - Present

ALOHANA FINANCIAL, LLC

RIA
CRD#: 339433
DURHAM, NC
Past

March 8, 2021 - July 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SANTA MONICA, CA
Past

September 1, 2014 - July 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SANTA MONICA, CA

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
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/10/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/6/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/6/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/30/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ALOHANA FINANCIAL, LLC
ALOHANA FINANCIAL | ALOHANA FINANCIAL, LLC

CRD#: 339433 / SEC#:

North Carolina
Registered Investment Advisory firm - (1/2/2026 Approved)
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Contact information

Main Address
Durham, NC
Mailing Address
Phone number
(919) 225-1625
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ALOHANA FINANCIAL, LLC

CRD#: 339433Durham, NC

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