KB
Karan Bhanot
OAGH
SAN ANTONIO, TX 78248
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CRD#: 6557158
KB
Professional summary
Karan Bhanot is a registered financial advisor currently at OAGH located in San Antonio, Texas.
Karan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Karan 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.
Board of Directors of IATRICA, a research company partnering with John Hopkins University to investigate and research cures for cancer. I spend 5 hours per year on this work.
CRS (Client Relationship Summary) - RIA
Click below to view Karan Bhanot'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
January 5, 2016 - Present
OAGH
Office #1: 10 Ancient Bend, San Antonio, TX 78248RIA
CRD#: 281282
SAN ANTONIO, TX
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
Texas(1/5/2016)
Current Firm
OA
OAGH
OAGH
CRD#: 281282 / SEC#:
Texas
Registered Investment Advisory firm - (1/4/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 Ancient Bend, San Antonio, TX 78248
Mailing Address
Phone number
(210) 326-3342
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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