Keval Amin, financial advisor Charlotte NC

Keval Amin

CRD Number: 6129017
Current Firm: Advice And Planning Services

Keval Amin (CRD# 6129017) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Charlotte, NC Mar 2013 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Mar 2013 - Current 8
Enterprise Rent A Car Charlotte, NC Aug 2012 - Mar 2013 < 1
Unemployed Charlotte, NC Aug 2007 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for Keval Amin
Phone Number: 212-490-9000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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