Sandip Gokhale (CRD# 5139435) is an Investment Advisor Representative working at Iron Oak Capital Management in El Paso, TX and has over 11 years of experience in the finance industry.
CRD# 4138711
Securities America Advisors, Inc.
CRD# 5019215
Lpl Financial LLC
CRD# 6399903
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iron Oak Capital Management, LLC | San Antonio, TX | Nov 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$122,933
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
TX
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