Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 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 |
|---|---|---|---|
| Ambastha Financial LLC | Mountain View, CA | Oct 2018 - Current | 5 |
| Unemployed | Mountain View, CA | Mar 2018 - Sep 2018 | < 1 |
| Aspiriant | Los Angeles, CA | Mar 2015 - Feb 2018 | 2 |
| Stanford Management Company | Stanford, CA | Apr 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 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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