Anil Ambastha (CRD# 7070005) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 4 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 |
|---|---|---|---|
| Chevron Technical Center | Houston, TX | Aug 2021 - Current | 2 |
| Ambastha Financial LLC | Houston, TX | Oct 2018 - Current | 5 |
| Chevron Technical Center | Houston, TX | Oct 2020 - Jul 2021 | < 1 |
| Chevron Energy Technology Company | Houston, TX | Aug 2017 - Sep 2020 | 3 |
| Chevron Nigeria Limited | Lagos, | Jul 2012 - Jul 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CA
- LA
- TX
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$361,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, LA, TX
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