Falgun JariwalaCRD Number: 5532008
Current Firm: The Pinnacle Financial Group
Falgun Jariwala (CRD# 5532008) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
American Portfolios Advisors, Inc.
H. Beck, Inc.
|The Pinnacle Financial Group||Darien, CT||May 2014 - Current||3|
|Lpl Financial, LLC||Darien, CT||Jul 2008 - Current||9|
|Lpl Financial Corporation||Danbury, CT||May 2008 - Jul 2008||< 1|
|J. P. Morgan Chase Bank||New Canaan, CT||Mar 1998 - May 2008||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management280MILLIONS
Total Number of Accounts929ACCOUNTS
Average Account Value$301,897
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NH, NJ, NY, TX