Nilima Agrawal, financial advisor San Jose CA

Nilima Agrawal

CRD 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.

Similar Advisors
Fred Abajelo, financial advisor San Jose CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Similar Advisors
Richard Abarca, financial advisor San Jose CA
Richard Abarca
CRD# 6828753
Fidelity Personal And Workplace Advisors
Similar Advisors
Peter Abbey, financial advisor San Jose CA
Peter D. Abbey
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
Contact Info for Nilima Agrawal
Phone Number: 408-286-8483
Registered State(s):
  • CA
Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.