Kamaljit Kaushal (CRD# 1746140) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 34 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kamal Kaushal Wealth Pads (preservation, Accumulation, And Distr | Addison, TX | Oct 2022 - Current | 1 |
| Principal Securities Incorporated | Addison, TX | May 2019 - Current | 4 |
| Principal Life Insurance Company | Addison, TX | May 2019 - Feb 2023 | 3 |
| Kamal Kaushal & Associates Wealth Pads LLC | Frisco, TX | Nov 2018 - May 2019 | < 1 |
| Eagle Strategies LLC | Dallas, TX | Apr 2015 - May 2019 | 4 |
| New York Life Insurance Comp. | Dallas, TX | Aug 2007 - Dec 2018 | 11 |
| Nylife Securities Inc. | Dallas, TX | Sep 1987 - Dec 2018 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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