Vijay Brahmbhatt (CRD# 6059551) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | St. Louis, MO | Aug 2023 - Current | < 1 |
Commerce Brokerage Services Inc. | St Louis, MO | Jul 2018 - Current | 6 |
Metro East Legacy Fc | Belleville, IL | Jul 2014 - Current | 10 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2017 - Jul 2018 | < 1 |
Northwestern Mutual Investment Services LLC | Chesterfield, MO | Oct 2016 - Jul 2018 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2016 - Jul 2018 | 2 |
Midwest Bankcentre | St Louis, MO | Nov 2015 - Jun 2016 | < 1 |
Sddc | Scott Air Force Base, IL | May 2015 - Sep 2015 | < 1 |
Mckendree University | Lebanon, IL | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2017 |
S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- MO
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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