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 12 years of experience in the finance industry.

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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 4
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
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
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $471,120
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

CA

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