Anandi Krishnamurthy (CRD# 6807787) is an Investment Advisor Representative working at Akrish Financial Advisory in Cupertino, CA and has over 9 years of experience in the finance industry. Anandi Krishnamurthy 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# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anandi Krishnamurthy D/b/a Akrish Financial Advisory | Saratoga, CA | Jun 2017 - Current | 6 |
| Self-employed | Campbell, CA | Dec 2016 - Apr 2017 | < 1 |
| Wade Financial Advisory | Campbell, CA | Jan 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CA
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