Vj Arjan (CRD# 5471292) is an Investment Advisor Representative working at Concap LLC in Bee Cave, TX and has over 8 years of experience in the finance industry. Vj Arjan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concap LLC | Bee Cave, TX | Feb 2016 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2015 - Current | 8 |
| Torchmark Corporation | Mckinney, TX | Mar 2014 - Current | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2016 - Aug 2022 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- IL
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$66,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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