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David K

Series 63, Series 65

Scottsdale, AZ

North Scottsdale Wealth Advisors, LLC

David Kahn is a financial advisor at North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with North Scottsdale Wealth Advisors since 2016. The firm offers discretionary asset management primarily to individuals, trusts, pension and profit-sharing plans, and business entities through a wrap fee program, managing approximately $63 million on a discretionary basis. Its investment approach integrates fixed-income strategies with global equity investments, employing fundamental, quantitative, cyclical, and technical analyses while allowing for individualized client restrictions within the wrap program.

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