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KARIM LAKHANI
CRD#: 6446113
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Investment Adviser
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Previous Broker
WESTWOOD WEALTH MANAGEMENTCRD#: 132162 10000 Memorial Drive
Suite 650
Houston, TX 77024
Registration History
201520162017201820192020202120222023202420252026IAWESTWOOD WEALTH MANAGEMENT (CRD# 132162)2023 - Present (1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2015 - 2017 (2 years)IAFISHER INVESTMENTS (CRD# 107342)2018 - 2021 (3 years)
License(s)

State Registrations

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Texas 3/31/2023

Current Registration(s)
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WESTWOOD WEALTH MANAGEMENT (CRD#:132162)
10000 Memorial Drive Suite 650, Houston, TX 77024
Registered with this firm since 3/31/2023

Previous Registration(s)
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05/29/2018 - 08/17/2021 FISHER INVESTMENTS (CRD#:107342) PLANO, TX
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04/22/2015 - 12/21/2017 J.P. MORGAN SECURITIES LLC (CRD#:79) DALLAS, TX
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.