Pankaj Dayal
Pankaj Dayal is a registered investment advisor at Pnr Financial Services LLC, based in Palmdale, CA, with 16 years of industry experience. Pankaj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable. These fees are for pension consulting services.
Fee Estimator
Location
Palmdale, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pankaj's firm, PNR Financial Services LLC, operates as PNR Insurance Agency and has contracts with life, disability, and property casualty insurance carriers. They provide insurance-related products and services to their insurance clients.
Employment History
Current Registrations
Pnr Financial Services LLC
Previous Registrations
Tfs Advisory Services
Morgan Stanley
State Registrations2 states
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.