Gaurav Shrestha is a CFP-designated registered investment advisor, based in Midlothian, VA, with 22 years of industry experience. Gaurav is also registered as a broker, so some compensation may come from commissions on products sold.
Location
130 Wylderose Dr, Midlothian, VA, 23113
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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
Gaurav is an agent/broker for Select Brokers LLC, selling fixed insurance, and the owner of Virginia Asset Management, offering securities, advisory, and insurance services. He also serves as a board member of Salisbury Country Club and sells fixed insurance with various companies, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations26 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.
Exams
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