Vikas Goel, financial advisor Irvine CA
38 score

Vikas Goel

CRD Number: 3165104
Current Firm: Westpark Capital, Inc.

Vikas Goel (CRD# 3165104) is an Investment Advisor Representative working at Westpark Capital, Inc. in Irvine, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Coast Securities, Inc. Irvine, CA Nov 2011 - Current 4
Lpl Financial Orange, CA Jun 2009 - Sep 2011 2
Chase Investment Services Corp. Anaheim Hills, CA May 2009 - Jun 2009 < 1
Wm Financial Services, Inc. Orange, CA Dec 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Vikas Goel
Phone Number: 310-843-9300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
Types of Clients
Registered States


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