Praveen KhilnaniCRD Number: 4461989
Current Firm: H.d. Vest Advisory Services, Inc.
Praveen Khilnani (CRD# 4461989) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Menlo Park, CA and has over 16 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|H.d. Vest Advisory Services||Menlo Park, CA||Feb 2007 - Current||11|
|H.d. Vest Investment Services||Menlo Park, CA||Nov 2006 - Current||11|
|Khilnani & Assoc||Menlo Park, CA||Oct 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Feb 2005|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY