Ketan Mehta (CRD# 4375458) is an Investment Advisor Representative working at Mehta Services Company in Reston, VA and has over 22 years of experience in the finance industry. Ketan Mehta 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mehta Services Company | Reston, VA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
- VA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$674,327
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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