Amin
Kotadia

Archer Investment Corporation

CRD#4620373
Investment Advisor
in Hurst, TX

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About this Advisor

Amin Kotadia is a financial advisor operating in Hurst, Texas who has 4 years of relevant experience. Kotadia is an employee of Archer Investment Corporation. During their career, Kotadia has held roles at H.D. Vest Advisory Services, H.D. Vest Investment Services, Hd Vest Insurance Agency, Archer Investment Corporation and Amin Kotadia Cpa Pc. Kotadia holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Archer Investment Corporation is a financial advisory business headquartered in Carmel, IN. The company has offices in 84 locations and a total of 87 employees. It has $603 million in total assets across its 3,815 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 3,815 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Archer Investment Corporation performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules usually vary depending on the type of financial services offered. However, fee types billed by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1625 Precinct Line Road Ste #200
Hurst, TX 76054

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

TX Average: $1,347,246,178
Total Number of Employees

87

TX Average: 46
Total Number of Accounts

3,815

TX Average: 1,775
Average Account Size

$158,040

TX Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Amin Kotadia Work History

Amin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Archer Investment Corporation

2004 - Present (20 years)

Amin Kotadia Cpa Pc

2005 - 2017 (12 years)

H.D. Vest Advisory Services

2004 - 2017 (13 years)

H.D. Vest Investment Services

2004 - 2017 (13 years)

Hd Vest Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amin Kotadia 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 Archer Investment Corporation

Barbara Hollis
Carmel, IN
Sanjay Asija
Barrington, IL
Jonathan Loc
Rosemead, CA
James Ogan
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Mason Heyde
Carmel, IN
Thomas Faulconer
Carmel, IN
Raj Goenka
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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