Sunit Bhalla (CRD# 5545383) is an Investment Advisor Representative working at Oaktree Financial Planning, LLC in Fort Collins, CO and has over 15 years of experience in the finance industry. Sunit Bhalla 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# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oaktree Financial Planning | Fort Collins, CO | May 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- CO
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Total Assets Under Management63MILLIONS
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Total Number of Accounts88ACCOUNTS
-
Average Account Value$711,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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