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Bharati Thakkar

12 Years of Experience
Naperville, IL
Broker

Bharati Thakkar is a registered investment advisor at Cetera Investment Advisers LLC, based in Naperville, IL, with 12 years of industry experience. Bharati operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bharati works as an assistant at Vijay Thakkar & Associates Ltd, providing accounting, tax, and financial services, dedicating a few hours per week. She also works as a financial professional at Thakkar Financial Services Inc., spending a few hours per week, all during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2020 - Present · 5 yrs 8 mos
Cetera Financial Specialists LLCBroker
July 2013 - Present · 12 yrs 10 mos
State Registrations1 state
IL
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.
Bharati Thakkar - Financial Advisor | TrueAdvisor