Knnin Chiravanich (CRD# 7271949) is an Investment Advisor Representative working at Flexpath Strategies in Aliso Viejo, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2238419
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Flexpath Strategies | Aliso Viejo, CA | Sep 2023 - Current | < 1 |
Jpmorgan Chase Bank Na | Houston, TX | Jul 2021 - Sep 2023 | 2 |
Jpmorgan Securities LLC | Houston, TX | Jul 2021 - Sep 2023 | 2 |
Equitable Advisors | Houston, TX | Jul 2020 - Jun 2021 | < 1 |
Unemployed | Austin, TX | Jun 2020 - Jun 2020 | < 1 |
University Of Texas | Austin, TX | Aug 2017 - May 2020 | 2 |
Cardinal Management Group | Austin, TX | May 2019 - Sep 2019 | < 1 |
The Pizza Press | Austin, TX | Oct 2018 - May 2019 | < 1 |
Unemployed | San Antonio, TX | Jul 2016 - Jul 2017 | 1 |
Houston Racquet Club | Houston, TX | Apr 2016 - Jun 2016 | < 1 |
Unemployed | Houston, TX | Sep 2015 - Mar 2016 | < 1 |
Sandalwood Civic Club Inc. | Houston, TX | Apr 2015 - Aug 2015 | < 1 |
Unemployed | Houston, TX | Sep 2014 - Mar 2015 | < 1 |
Sandalwood Civic Club Inc. | Houston, TX | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2021 |
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management54,249MILLIONS
-
Total Number of Accounts955ACCOUNTS
-
Average Account Value$56,804,936
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
CA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.