Charan Khurana (CRD# 4776173) is an Investment Advisor Representative working at Eagle Strategies LLC in Phoenix, AZ and has over 20 years of experience in the finance industry. Charan Khurana has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nylife Securities LLC | Scottsdale, AZ | Jul 2012 - Current | 11 |
| New York Life Insurance Company | Scottsdale, AZ | Jul 2012 - Current | 11 |
| Eagle Strategies LLC | Scottsdale, AZ | Jul 2012 - Current | 11 |
| Carrie Hall And Associates Financial & Insurance Services | Scottsdale, AZ | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- AZ
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
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