Shrddha Singhi (CRD# 7738486) is an Investment Advisor Representative working at Lpl Financial LLC in Milpitas, CA and has 1 year of experience in the finance industry.
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 4586809
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Milpitas, CA | Apr 2024 - Current | < 1 |
| Bmo Bank Na | Milpitas, CA | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | San Jose, CA | May 2023 - Apr 2024 | < 1 |
| Wells Fargo Bank, Na | San Jose, CA | Apr 2012 - Apr 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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