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.
- First Foundation AdvisorsFeb 2026 to now
- LPL EnterpriseJan 2025 to Jan 2026
- UnemployedDec 2022 to Jan 2025
- Loan DepotMay 2022 to Nov 2022
- LresAug 2021 to May 2022
- 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