Amal Gawle, financial advisor Mount Pleasant SC

Amal Gawle

CRD Number: 5462105
Current Firm: Prudential Financial Planning Services

Amal Gawle (CRD# 5462105) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mount Pleasant, SC and has over 16 years of experience in the finance industry. Amal Gawle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pruco Securities LLC Mt. Pleasant, SC Jun 2009 - Current 14
The Prudential Insurance Company Of America Mt. Pleasant, SC Jun 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Amal D. Gawle
Phone Number: 800-235-7637
Registered State(s):
  • NY
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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