Urmimala Dasgupta, financial advisor Newport Beach CA

Urmimala Dasgupta

CRD Number: 5652415
Current Firm: Veda Financial Investment Advisory

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.

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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
Contact Info for Urmimala Dasgupta
Phone Number: 6125628910
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $490,909
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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