Allison Ranae Kapadia
Investment adviser representative at K2 Financial Inc.
10 yearsExperience
1 stateRegistered in
$191.6MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- K2 Financial Inc.Apr 2019 to now
- Lincoln InvestmentMay 2017 to now
- Legend Advisory, LLCApr 2018 to Sep 2019
- California Prep AcademyMar 2016 to May 2019
- Legend Equities CorporationMar 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
K2 Financial Inc.
$191.6MAssets managed
393Clients
8Advisers
5 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
- 6624083
- Firm CRD
- 300913