Ashok Agarwalla, financial advisor Coppell TX
89 score

Ashok Agarwalla

CRD Number: 6255802
Current Firm: Edward Jones

Ashok Agarwalla (CRD# 6255802) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2013 - Current 3
Infovision Inc. Richardson, TX Jun 2012 - Oct 2013 1
Mavenir Inc. Richardson, TX Sep 2011 - Jun 2012 < 1
Momenttech Palo Alto, CA Jan 2011 - Sep 2011 < 1
Teknoalliance Inc. Coppell, TX Oct 2008 - Sep 2011 2
Aricent Redwood City, CA Jul 2010 - Dec 2010 < 1
Infovision Richardson, TX Jun 2008 - Oct 2008 < 1
Umeployed Coppell, TX Jun 2007 - Jun 2008 1
Nethawk Inc/exfo Richardson, TX Jun 1996 - May 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Ashok Agarwalla
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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