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 15 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|H.d. Vest Advisory Services||Menlo Park, CA||Feb 2007 - Current||9|
|H.d. Vest Investment Services||Menlo Park, CA||Nov 2006 - Current||10|
|Khilnani & Assoc||Menlo Park, CA||Oct 2002 - Current||14|
|Ubs Financial Services Inc.||Menlo Park, CA||Dec 2004 - Oct 2006||1|
|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 Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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