Anup Savla (CRD# 5896817) is an Investment Advisor Representative working at Lakewood Asset Management, LLC in Saratoga, CA and has over 13 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 |
|---|---|---|---|
| Qualcomm Inc. | Santa Clara, CA | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$175,000
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, WY
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