Urmimala Dasgupta (CRD# 5652415) is an Investment Advisor Representative working at Veda Financial Investment Advisory in Newport Beach, CA and has over 10 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veda Financial Inc. | Long Beach, CA | Jan 2017 - Current | 7 |
| Veda Value Funds | Los Angeles, CA | Jan 2014 - Dec 2016 | 2 |
| Cc Investments | Glendale, CA | Oct 2014 - Mar 2015 | < 1 |
| Paradigm Select Assets, LLC | Glendale, CA | Mar 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- CA
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$490,909
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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