MD
MD

Manjinder Dehal

12 Years of Experience
Vancouver
BrokerSells Insurance

Manjinder Dehal is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 12 years of industry experience. Manjinder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Manjinder is a financial advisor at Raymond James LTD, dedicating full-time hours to sales and portfolio management. He also spends about 10-20% of his time at Raymond James Financial Planning LTD, focusing on life insurance sales and financial planning.

Employment History
Current Registrations
Raymond James (USA) LTD
November 2014 - Present · 11 yrs 10 mos
Raymond James (USA) LTD.Broker
May 2013 - Present · 13 yrs 4 mos
State Registrations11 states
CACTDCFLILMDMINYOHPAWA
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.