Dalbir Gill (CRD# 5146742) is an Investment Advisor Representative working at Khalis Financial Advisors LLC in Dublin, CA and has 1 year of experience in the finance industry.
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Khalis Financial Advisors LLC | Dublin, CA | Oct 2022 - Current | 1 |
| Stanford Health Care | Palo Alto, CA | Mar 2021 - Current | 3 |
| Kforce | Palo Alto, CA | Mar 2020 - Mar 2021 | 1 |
| Brown Adams Agbayani LLP | Mountain View, CA | Jun 2019 - Mar 2020 | < 1 |
| Dunham Associates Cpas | San Jose, CA | Oct 2018 - May 2019 | < 1 |
| Sanjiv Gupta Cpa | Fremont, CA | Oct 2014 - Sep 2018 | 3 |
| Unemployed | N/a, CA | Jun 2014 - Sep 2014 | < 1 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$32,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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