Unclaimed Profile

David Bennett Kahn

KAHN FINANCIAL GROUP, INC.·CLEARWATER, Florida

SIE, Series 6, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFPClean record27 years registeredKAHN FINANCIAL GROUP, INC.

1700 MCMULLEN BOOTH RD., CLEARWATER, FL 33759-2130CRD# 2348498Firm CRD# 134802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Bennett Kahn · CLEARWATER, FL

Registration

CRD #2348498 · KAHN FINANCIAL GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

KAHN FINANCIAL GROUP

Apr 2001 – present

RAYMOND JAMES FINANCIAL SERVICES

Jul 1999 – Dec 2003

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · July 19, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAHN FINANCIAL GROUP, INC.

CRD 134802 · SEC 801-121222

AUM

$93M

Regulatory assets under management

Employees

382 client accounts

Services offered by KAHN FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KAHN FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Bennett Kahn offer?

David Bennett Kahn specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.

What are David Bennett Kahn's credentials?

David Bennett Kahn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Bennett Kahn located?

David Bennett Kahn is based in CLEARWATER, Florida, working with KAHN FINANCIAL GROUP, INC.. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.

How does David Bennett Kahn charge for services?

David Bennett Kahn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAHN FINANCIAL GROUP, INC.?

KAHN FINANCIAL GROUP, INC. has approximately 2 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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