Hanshal Anguluri (CRD# 7884145) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Financial | Tigard, OR | Mar 2024 - Current | < 1 |
| University Of Washington - Michael G. Foster School Of Business | Seattle, WA | Sep 2022 - Current | 1 |
| Bloomz | Redmond, WA | Jun 2023 - Sep 2023 | < 1 |
| Innovative Investing Group | Seattle, WA | Jun 2021 - Sep 2022 | 1 |
| Woodinville High School | Woodinville, WA | Sep 2018 - Jun 2022 | 3 |
| Unemployed | Woodinville, WA | Jun 2018 - Sep 2018 | < 1 |
| Leota Middle School | Woodinville, WA | Sep 2016 - Jun 2018 | 1 |
| Unemployed | Woodinville, WA | Jun 2016 - Sep 2016 | < 1 |
| Bear Creek Elementary School | Cottage Lake, WA | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- WA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$296,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
OR, WA
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