Naveen Reddy Gollapally (CRD# 7346726) is an Investment Advisor Representative working at Gnrfunds LLC in Georgetown, TX and has over 4 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gnrfunds LLC | Irving, TX | Feb 2021 - Current | 3 |
| Epsilon Data Management LLC | Irving, TX | Oct 2011 - Mar 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$109,885
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, TX
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