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Karuna Tejpaul

Investment adviser representative at First Foundation Advisors
11 yearsExperience
1 stateRegistered in
$5.1BFirm assets
36 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. First Foundation AdvisorsFeb 2026 to now
  2. LPL EnterpriseJan 2025 to Jan 2026
  3. UnemployedDec 2022 to Jan 2025
  4. Loan DepotMay 2022 to Nov 2022
  5. LresAug 2021 to May 2022
  6. UnemployedApr 2015 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

First Foundation Advisors

$5.1BAssets managed
1,316Clients
29Advisers
36 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4707169
Firm CRD
106075
Advisor's SEC record (opens in a new tab)
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