Nikesh Parikh, financial advisor Artesia CA
93 score

Nikesh Parikh

CRD Number: 5415745
Current Firm: Eagle Strategies LLC

Nikesh Parikh (CRD# 5415745) is an Investment Advisor Representative working at Eagle Strategies LLC in Artesia, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth & Insurance Solutions Artesia, CA Jan 2012 - Current 4
Eagle Strategies Artesia, CA Oct 2008 - Current 8
New York Life Insurance Company Irvine, CA Sep 2007 - Current 9
Nylife Securities LLC Irvine, CA Sep 2007 - Current 9
Ajay Parikh Insurance Services Artesia, CA Jun 1996 - Aug 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Nikesh A. Parikh
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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