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Kashif Khan

Advisor at Raymond James & Associates

Updated today

Location

Chehalis, WA 98532

Credentials

Series 66

Industry experience

8 years

About

Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, WA, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked in automotive sales at I-5 Toyota and Volkswagen of Olympia. Khan serves as a director on the board of the Visiting Nurses Foundation in Centralia, WA, where he assists with fundraising events supporting local home health and hospice care. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with public finance and municipal services.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

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Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

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Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

318 Nw Chehalis Avenue

Chehalis, WA 98532

Most active in

Texas · Washington

Work history

Raymond James & Associates

2017 - Present (9 years)

I-5 Toyota

2016 - 2017 (1 year)

Volkswagon of Olympia

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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