Nilima AgrawalCRD Number: 5850452
Current Firm: Safe Money Inc.
Nilima Agrawal (CRD# 5850452) is an Investment Advisor Representative working at Safe Money Inc. in San Jose, CA and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
Lpl Financial LLC
|Anomalous Business Systems Inc.||San Jose, CA||Jul 2022 - Current||< 1|
|Anomalous Business Systems||San Jose, CA||Nov 2019 - Current||3|
|Anomalous Business Systems Inc.||San Jose, CA||Jun 2019 - Nov 2019||< 1|
|N/a||N/a, CA||Sep 2015 - Jun 2019||3|
|Sagepoint Financial Inc.||San Jose, CA||Dec 2014 - Sep 2015||< 1|
|N/a||N/a, CA||Mar 2013 - Dec 2014||1|
|Commonwealth Financial Network||San Jose, CA||May 2011 - Mar 2013||1|
|Commonwealth Financial Network||San Diego, CA||Jan 2011 - Mar 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management17MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$476,546
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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