AS
AS

Arpit Sogani

8 Years of Experience
Dallas, TX

Arpit Sogani is a registered investment advisor at Vision Research, LLC, based in Dallas, TX, with 8 years of industry experience. Arpit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

25 Highland Park Village #100-247, Dallas, TX, 75205

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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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Employment History
Current Registrations
Vision Research, LLC
March 2018 - Present · 8 yrs 2 mos
Vr Fundamental LLC
March 2018 - Present · 8 yrs 2 mos
State Registrations1 state
TX
Advisor

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.