Navdeep Brar (CRD# 7847643) is an Investment Advisor Representative working at Sequoia Financial, LLC in Visalia, CA and has 1 year of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 4789253
Lpl Financial LLC
CRD# 1270410
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial, LLC | Visalia, CA | Dec 2023 - Current | < 1 |
| Nirmal Brar Md Inc. | Fresno, CA | Jan 2023 - Current | 1 |
| Cory D Jaques Md Inc. | Visalia, CA | Jan 2022 - Jun 2023 | 1 |
| N&r Brar Farms | Fresno, CA | Jan 2015 - Dec 2022 | 7 |
| Student | Fresno, CA | Jan 2013 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts194ACCOUNTS
-
Average Account Value$47,294
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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