Keval Nagda is a CFP-designated registered investment advisor, based in Malvern, PA, with 6 years of industry experience.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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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
Keval works as an agent/broker selling fixed insurance products since 2019. This activity takes a few hours per week.
Employment History
Current Registrations
Vanguard Marketing Corporation
November 2025 - Present · 6 mos
Vanguard Advisers, INC.
November 2025 - Present · 6 mos
Vanguard Marketing CorporationBroker
November 2025 - Present · 6 mos
Previous Registrations
Cetera Investment Advisers LLC
August 2023 - October 2025 · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - October 2025 · 2 yrs 2 mos
Securian Financial Services, INC.
October 2019 - August 2023 · 3 yrs 10 mos
Securian Financial Services, INC.Broker
August 2019 - August 2023 · 4 yrs
State Registrations3 states
DEPATX
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.