Dinesh Goyal, financial advisor Milpitas CA
90 score

Dinesh Goyal

CRD Number: 6053939
Current Firm: Nfp Advisor Services, LLC

Dinesh Goyal (CRD# 6053939) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Milpitas, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities, Inc. Milpitas, CA May 2012 - Apr 2016 3
Unemployed San Jose, CA Apr 2007 - Mar 2012 4
Cisco Systems San Jose, CA Apr 1997 - Mar 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Dinesh Goyal
Phone Number: 512-697-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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