Sandip GokhaleCRD Number: 5139435
Current Firm: Iron Oak Capital Management
Sandip Gokhale (CRD# 5139435) is an Investment Advisor Representative working at Iron Oak Capital Management in El Paso, TX and has over 9 years of experience in the finance industry.
Securities America Advisors, Inc.
Lpl Financial LLC
Kestra Advisory Services, LLC
|Iron Oak Capital Management, LLC||San Antonio, TX||Nov 2013 - Current||8|
|Barrington Financial Advisors, Inc.||San Antonio, TX||Apr 2010 - Oct 2013||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management6MILLIONS
Total Number of Accounts42ACCOUNTS
Average Account Value$145,592
- 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
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