Nalin Bhatt (CRD# 4697755) is an Investment Advisor Representative working at Fireplace Financial Inc. in Murrieta, CA and has over 20 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sa Stone Wealth Management Inc. | Birmingham, AL | Dec 2019 - Current | 4 |
| Sa Stone Investment Advisors Inc. | Birmingham, AL | Dec 2019 - Current | 4 |
| Quest Capital Stratergies | Lake Forest, CA | Sep 2007 - Current | 16 |
| Fireplace Financials And Ins Services | La Habra, CA | Jan 2000 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts20ACCOUNTS
-
Average Account Value$100,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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