Hetal
Gandhi
Lpl Financial LLC
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About this Advisor
Hetal Gandhi is a financial advisor based in San Diego, California, working with Lpl Financial LLC. Hetal has previously held positions at Mass Mutual, Mml Investors Services, Investors Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Northfield Bank, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Citizens Securities, Inc, and Lpl Financial LLC. Hetal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Hetal is part of Lpl Financial LLC, which operates out of San Diego, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Hetal Gandhi Work History
Northfield Bank
Lpl Financial LLC
Citizens Securities, Inc
Investors Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Mass Mutual
Mml Investors Services
Disclosures
Please visit the SEC profile of Hetal Gandhi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Abingdon, VA
Fort Mill, SC
Altamonte Springs, FL
La Jolla, CA
Scottsdale, AZ
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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