Unclaimed Profile

Boris Khazin

AMERIVEST INVESTMENT MANAGEMENT, LLC·OMAHA, Nebraska

AMERIVEST INVESTMENT MANAGEMENT, LLC

4211 S 102ND STREET, OMAHA, NE 68127CRD# 5239664Firm CRD# 111514

Profile Verification

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

Identity

Boris Khazin · OMAHA, NE

Registration

CRD #5239664 · AMERIVEST INVESTMENT MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Boris Khazin is a registered financial advisor based in OMAHA, Nebraska, affiliated with AMERIVEST INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

AUM

$15.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TD AMERITRADE INVESTMENT MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5239664

Firm CRD# 111514

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Boris Khazin offer?

Boris Khazin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Boris Khazin's credentials?

Boris Khazin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Boris Khazin located?

Boris Khazin is based in OMAHA, Nebraska, working with AMERIVEST INVESTMENT MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Boris Khazin charge for services?

Boris Khazin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERIVEST INVESTMENT MANAGEMENT, LLC?

AMERIVEST INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $15.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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