VT
CFP
VT
CFP

Vijay Thakkar

34 Years of Experience
Naperville, IL
BrokerSells Insurance

Vijay Thakkar is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Naperville, IL, with 34 years of industry experience. Vijay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Vijay owns Vijay Thakker & Associates, Ltd, an accounting, tax preparation, and payroll processing business, dedicating about a quarter of his time. He is also the president of Thakkar Financial Services Inc., a financial services and insurance business, spending about a quarter of his time selling and consulting.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2000 - Present · 26 yrs 3 mos
Cetera Financial Specialists LLCBroker
February 1992 - Present · 34 yrs 3 mos
State Registrations10 states
CAFLGAILINKYMONJTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.