AR
AR

Anish Rajgolikar

1 Year of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

36 W Main Street, Centerburg, OH, 43011

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anish works as a Financial Services Representative for Cooper, Adel, Vu Financial, providing back-office, financial operations, and file briefing support. This role takes nearly all of Anish's time.

Employment History
Current Registrations
Corecap Advisors
June 2024 - Present · 1 yr 8 mos
Corecap Investments, LLCBroker
April 2024 - Present · 1 yr 10 mos
State Registrations3 states
FLOHWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.