Kumud GandhiCRD Number: 1456506
Current Firm: Cambridge Investment Research Advisors, Inc.
Kumud Gandhi (CRD# 1456506) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Garnet Valley, PA and has over 31 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Cambridge Investment Research Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Cambridge Investment Research Advisor Inc.||Fairfield, IA||Oct 2012 - Current||5|
|Kumud C. Gandhi||Wallingford, PA||Oct 1988 - Current||29|
|H.d. Vest Advisory Services||Wallingford, PA||May 1994 - Oct 2012||18|
|H.d. Vest Investment Services||Wallingford, PA||Nov 1986 - Oct 2012||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1986|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV