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.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- CA
-
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
CA
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