Narendra Kapadia, financial advisor Chelmsford MA

Narendra Kapadia

CRD Number: 2774861
Current Firm: Value Financial Services Corp.

Narendra Kapadia (CRD# 2774861) is an Investment Advisor Representative working at Value Financial Services Corp. in Chelmsford, MA and has over 27 years of experience in the finance industry.

Similar Advisors
Cynthia Pellegrino, financial advisor Chelmsford MA
Cynthia Pellegrino
CRD# 4257163
Prosperity Wealth Management, Inc.
Similar Advisors
Peter Canniff, financial advisor Chelmsford MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Marcus Miller, financial advisor Chelmsford MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Company Name Location Dates Years
Value Financial Services Corp Chelmsford, MA Feb 2000 - Current 24
Value Mortgage Corporation Chelmsford, MA Apr 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Narendra N. Kapadia
Phone Number: 978-256-1533
Registered State(s):
  • MA
Current Firm Details
Value Financial Services Corp.
Firm's CRD Number: 128816
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $437,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.