Chehalis, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$404,793,404,954
ClientsTotal clients
513,125
AdvisorsAdvisors at this office
3
Of 5,810 advisors across 937 offices
Location
318 NW Chehalis Avenue
Chehalis WA 98532
Advisors at this office
3
Advisors at this office
Kashif K
Series 66
Chehalis, WA
Raymond James & Associates
Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at I-5 Toyota. Khan serves as a board director for the Visiting Nurses Foundation, where he assists with fundraising for local home health and hospice care. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.
Robert P
Series 63
Chehalis, WA
Raymond James & Associates
Robert Pehl is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 63 credential and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of advising, he is involved with several investment-related business activities alongside his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary financial planning and consulting services, leveraging a variety of portfolio management styles and affiliated research.
Lynne C
Series 63, Series 65
Chehalis, WA
Raymond James & Associates
Lynne Calvert is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.
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