Mehta Services Company
Mehta Services Company (CRD# 144140) is a financial advisory firm headquartered in , . They manage $5,556,107 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$347,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ketan Mehta (CRD# 4375458) is an Investment Advisor Representative working at Mehta Services Company in Reston, VA and has over 17 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.