Vishwas Godbole (CRD# 4750760) is an Investment Advisor Representative working at Opulent Strategies, LLC in Saratoga, CA and has over 20 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 |
|---|---|---|---|
| Opulent Strategies, LLC | Saratoga, CA | Mar 2004 - Current | 20 |
| Navin Systems | Saratoga, CA | Jan 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2004 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$30,510
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, ID
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