Mandir Nagdev (CRD# 4558820) is an Investment Advisor Representative working at Mariner Independent in Campbell, CA and has over 21 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Campbell, CA | Jun 2019 - Current | 4 |
| Lpl Financial LLC | Campbell, CA | Jan 2017 - Current | 7 |
| Stratos Wealth Partners, Ltd | Los Gatos, CA | Jan 2017 - Jun 2019 | 2 |
| Wells Fargo Clearing Services, LLC | Los Gatos, CA | Nov 2016 - Jan 2017 | < 1 |
| Wells Fargo Advisors LLC | Los Gatos, CA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- CA
- TX
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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