David Kahn has been President/Chief Compliance Officer of Kahn Financial Group since July 1999, is a control person of the firm and directly owns 75% or more of it.
Kahn Financial Group, Inc. is a Clearwater, FL firm with $123M under management, 123 clients and 2 advisers in one office, as of its September 2026 filing.
David Kahn’s longest registration is the current one, 25 years at Kahn Financial Group since 2001. Before joining Kahn Financial Group in 2001, David Kahn was registered through Raymond James Financial Services.
- Kahn Financial GroupCurrent– present · 25 yearsClearwater, FL · Adviser representative · Firm CRD 134802
- Raymond James Financial Services– · 4 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
David Kahn is registered as an investment adviser representative in 2 states. The first approvals date from April 2001; the most recent is Texas, in June 2024.
- FloridaSince 20 April 2001
- TexasSince 3 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 21 November 2005 |
| Series 51 | Municipal Fund Securities Principal Examination | 30 June 2005 |
| Series 24 | General Securities Principal Examination | 21 September 1999 |
| Series 7 | General Securities Representative Examination | 12 April 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 July 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 July 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Bennett Kahn
- CRD
- 2348498
- Firm
- Kahn Financial Group · CRD 134802
- Role
- President/Chief Compliance Officer
- Office
- 1700 MCMULLEN BOOTH ROAD, SUITE A-5, Clearwater, FL 33759
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Kahn work?
David Kahn has been President/Chief Compliance Officer of Kahn Financial Group, Inc. since July 1999, and is a control person of the firm.
Is David Kahn a financial advisor?
Yes. David Kahn has a current investment-adviser registration in Florida and Texas, through Kahn Financial Group since April 2001.
How many years of experience does David Kahn have?
David Kahn has 33 years in the financial industry, since July 1993, across 2 adviser firms.
What exams has David Kahn passed?
David Kahn has passed 7 licensing exams: the Series 63, Series 6, Series 65, Series 7, Series 24, Series 51 and Series 31. The earliest, the Series 63, was passed in July 1993. FINRA credited David Kahn with the SIE, which began in October 2018.
Where is David Kahn based?
David Kahn’s registered office is in Clearwater, FL.
Is David Kahn registered with FINRA?
Yes. David Kahn has a current broker registration, under CRD 2348498.
Source: FINRA BrokerCheck
How can I verify David Kahn’s record?
Search CRD 2348498 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Kahn’s full registration record.