A complete list of active advisors currently associated with K financial Services, LLC

Warmer can help you find a great advisor at K financial Services, LLC or one who fits your needs even better.

K financial Services, LLC provides fee-based financial planning and non-discretionary investment management primarily to individual and high-net-worth clients. Its services include portfolio management billed as a percentage of assets under management, fixed-fee comprehensive financial planning, and public educational seminars and workshops. The firm tailors investment strategies to each client’s stated goals, time horizon, and risk tolerance using fundamental analysis, and it obtains client approval before executing trades. Account reviews are performed at least quarterly (and more frequently when market conditions dictate), with custodial account statements and trade confirmations delivered directly to clients. What distinguishes the firm in its peer set is the managing member’s affiliated insurance business — the brochure states the managing member spends about 30% of professional time selling insurance products, a relationship disclosed as a potential conflict and subject to mitigation procedures. The firm also offers no-cost seminars and discloses the capacity to use trading techniques such as margin and options (including uncovered and spreading strategies), and it reported no assets under management as of the brochure date.

To learn more about the advisors currently working at K financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kambiz Mahdavi	Los Angeles, CA	20

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