Hetal Gandhi, financial advisor San Diego CA

Hetal Gandhi

CRD Number: 3194309
Current Firm: Lpl Financial LLC

Hetal Gandhi (CRD# 3194309) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 19 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Northfield Bank Brunswick, NJ Sep 2023 - Current < 1
Lpl Financial LLC East Brunswick, NJ Sep 2023 - Current < 1
Citizens Securities, Inc. Piscataway, NJ Aug 2022 - Sep 2023 1
Investors Bank Cranford, NJ Sep 2019 - Aug 2022 2
Cetera Investment Advisers LLC Cranford, NJ Sep 2019 - Aug 2022 2
Cetera Investment Services LLC St. Cloud, MN Sep 2019 - Aug 2022 2
Wells Fargo Bank, Na Whippany, NJ Jul 2017 - Sep 2019 2
Wells Fargo Clearing Services, LLC Whippany, NJ Jul 2017 - Sep 2019 2
Self Employed Randolph, NJ Jan 2015 - May 2017 2
Mass Mutual Bridgewater, NJ Mar 2014 - Nov 2014 < 1
Mml Investors Services Bridgewater, NJ Mar 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Hetal Gandhi
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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