Kamron Nahavandi
Investment adviser representative at Money Concepts Advisory Service
19 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
Are you Kamron Nahavandi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Money Concepts Capital CorpApr 2025 to now
- MML Investors Services, LLCMar 2025 to Apr 2025
- Massmutual Life Insurance CompanyNov 2024 to Apr 2025
- LPL Enterprise, LLCNov 2024 to Feb 2025
- Pruco Securities LLCJan 2024 to Nov 2024
- The Prudential Insurance Company of AmericaJan 2024 to Nov 2024
- Fit Strategic Advisors LLCApr 2019 to Jan 2024
- Crown Capital Securities, LPMay 2018 to Oct 2022
- Corecap AdvisorsJul 2017 to May 2018
- Corecap Investments, IncOct 2015 to May 2018
- Independent Insuranc AgentJan 2006 to Jan 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 5250559
- Firm CRD
- 12963