AP
CFP
AP
CFP

Avinash Kochikar Pai

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
34,127 clients
Average Client Portfolio
$412K average
Assets Under Management
$14.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

9481 Irvine Center, Irvine, CA, 92618

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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 ActivitiesSells Insurance

Avinash is an adjunct professor at UC Irvine, teaching financial planning, dedicating minimal time. He also provides investment advisory services through Provence Wealth Management Group Inc and Independent Advisor Alliance, LLC, spending about a quarter of his time on each. Avinash also owns real estate rental property.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
December 2024 - Present · 1 yr 2 mos
LPL Financial LLC
August 2007 - Present · 18 yrs 6 mos
LPL Financial LLCBroker
August 2007 - Present · 18 yrs 6 mos
Previous Registrations
Provence Wealth Management Group
January 2016 - March 2025 · 9 yrs 2 mos
Ameriprise Financial Services, INC.
May 2004 - August 2007 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
April 2004 - August 2007 · 3 yrs 4 mos
Ids Life Insurance CompanyBroker
April 2004 - July 2006 · 2 yrs 3 mos
State Registrations21 states
ARAZCACOCTDCFLHIIDMANCNMNVNYOHORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.