Mehta Services Company

Mehta Services Company (CRD# 144140) is a financial advisory firm headquartered in , . They manage $4,834,521 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $439,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Mehta Services Company
Showing 1 - 1 of 1 top financial advisors.
1
Ketan J. Mehta
CRD#: 4375458
Reston, VA
96
Wealthminder
score

Ketan Mehta (CRD# 4375458) is an Investment Advisor Representative working at Mehta Services Company in Reston, VA and has over 15 years of experience in the finance industry. Ketan Mehta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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