Khagendra Kattel is a CFP, ChFC-designated registered investment advisor, based in Parsippany, NJ, with 12 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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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.
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Khagendra works as a licensed assistant at Bleakley Financial Group, a registered investment advisor, dedicating full-time hours to serving clients. This activity is investment-related.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.