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Bhavana Khanna

KBK CAPITAL MANAGEMENT, LLC·DELRAY BEACH, Florida
SIE, Series 7, Series 63Clean recordKBK CAPITAL MANAGEMENT, LLC
55 SOUTH EAST 2ND AVENUE, DELRAY BEACH, FL 33444CRD# 4572937Firm CRD# 288662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bhavana Khanna · DELRAY BEACH, FL
Registration
CRD #4572937 · KBK CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KBK CAPITAL MANAGEMENT, LLC
CRD 288662 · SEC 801-111903
AUM
$275K
Regulatory assets under management
Employees
2
3 client accounts
Services offered by KBK CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at KBK CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Bhavana Khanna offer?
Bhavana Khanna specializes in Investment Management, Retirement Planning. Contact their office in DELRAY BEACH, Florida for a consultation.
What are Bhavana Khanna's credentials?
Bhavana Khanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bhavana Khanna located?
Bhavana Khanna is based in DELRAY BEACH, Florida, working with KBK CAPITAL MANAGEMENT, LLC. Their office serves clients in the DELRAY BEACH metropolitan area and surrounding communities.
How does Bhavana Khanna charge for services?
Bhavana Khanna's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KBK CAPITAL MANAGEMENT, LLC?
KBK CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $275K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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