Arvind Chopra (CRD# 6821340) is an Investment Advisor Representative working at Sagepointe Advisors LLC in Fremont, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagepointe Advisors LLC | Fremont, CA | Apr 2017 - Current | 7 |
| Cadence Design Systems | San Jose, CA | Nov 2016 - Current | 7 |
| Erg Inc. | Campbell, CA | Jan 2016 - Sep 2016 | < 1 |
| Nxp Semiconductors | San Jose, CA | May 2000 - Dec 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$852,440
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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