Gurvinder Aujla (CRD# 4725124) is an Investment Advisor Representative working at Avantax Advisory Services in Oakland, CA and has over 19 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bookkeeping And Small Business Services; Fairway Financial Consu | Union City, CA | Jun 2022 - Current | 1 |
| Avantax Advisory Services | Oakland, CA | Nov 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Oakland, CA | Nov 2019 - Current | 4 |
| Avantax Insurance Agency, LLC | Oakland, CA | Nov 2019 - Current | 4 |
| Financial Fitness Center, Inc. | Oakland, CA | Nov 2019 - Current | 4 |
| Bancwest Investment Services, Inc. | Mountain View, CA | Aug 2016 - Nov 2019 | 3 |
| Unemployed | Union City, CA | Jan 2016 - Aug 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Union City, CA | Nov 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- CA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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