Zainab Gandhi, financial advisor Baton Rouge LA
93 score

Zainab Gandhi

CRD Number: 5484679
Current Firm: Shobe & Associates, Inc.

Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Baton Rouge, LA Jan 2011 - Current 7
Raymond James Financial Services, Inc. Baton Rouge, LA Jan 2011 - Current 7
Shobe & Associates, Inc. Baton Rouge, LA Jan 2011 - Current 7
Financial Benefits, Inc. Baton Rouge, LA Jan 2008 - Current 10
Shobe & Associates, Inc. Baton Rouge, LA Jan 2008 - Jan 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for Zainab M. Gandhi
Phone Number: 225-763-7010
Firm Website: http://www.shobe.com/
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $678,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

LA, TX

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

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